Stay In Control
Move money, update details, and request changes securely, anytime.
Simplify Your Life
Instantly access statements, upload documents, schedule appointments, and tap into our Learning Hub for financial insights.
Peace Of Mind
Enjoy secure, encrypted access to your Trajan accounts from wherever life takes you.
Key App Features
Manage All Your Trajan Accounts In One Place
See your financial picture at a glance.
- View your Trajan accounts in one dashboard.
- Access statements and tax docs instantly.
Make Changes And Requests With Ease
Handle everyday account updates in seconds, right from your phone.
- Move money or adjust contributions.
- Update contact or banking info.
- Submit requests and upload documents securely.
Stay Connected & Informed
Your advisor and financial tools are all in one place.
- Schedule or manage appointments in a few taps.
- Get quick guidance from our intelligent AI assistant.
- Explore our Learning Hub for blogs, eBooks, and educational resources.
How To Get Started
Life doesn’t wait for business hours. Now, neither does managing your money.
1
Download the app from the App Store or Google Play.
2
Log in using your Trajan Wealth client portal username. You will need to create a new password.
3
Enjoy secure access to your accounts, wherever life takes you.
Have questions about the app? Visit Support Center
