Key App Features
Stay Connected & Informed
- View your Trajan accounts in one dashboard.
- Access statements and tax docs instantly.
- Explore our Learning Hub for 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
