Custodian Portals
If you have questions or need help with your account, don’t hesitate to contact the Portfolio Management Group at 1 (800) 799-3320.
Axos Login
Schwab Login
About Custodians
All financial advisors use a custodian to create a firewall between your money and the advisor. For Trajan Wealth, our custodians are Schwab Advisor Services and Axos. Above are links to their portals for your convenience.
Similar to how a bank holds your cash for future use, a custodian exists to hold investments and securities. You will receive emails from Schwab or Axos regarding your account, but remember, if you need service, your primary point of contact should always be Trajan Wealth.
Client Requests
Use the form below for general requests. Please note we cannot update or modify your account/investments through this form. For urgent requests, please call 1 (800) 799-3320.
Please do not send any confidential information to us on this form.
“*” indicated required fields.
We consider you a part of the team. We look forward to helping you!
These materials have been independently produced by Trajan Wealth. Trajan Wealth is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Trajan Wealth provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
© 2024 Axos Clearing LLC. Member FINRA & SIPC. All Rights Reserved. Axos Advisor Services is a trademark of Axos Clearing LLC. Axos Clearing LLC provides back-office services for registered investment advisers. Neither Axos Advisor Services nor Axos Clearing LLC provides investment advice or make investment recommendations in any capacity.
