Client Logins

Staying ConnectedClient Login

Need Assistance? We are here to help!
Contact your portfolio management team.
Phone: (800) 799-3320 | Email: portfoliomanagement@trajanwealth.com

Trajan Wealth Portal

Trajan Login

Custodian Portals

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. Below 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.

Axos Financial

Axos Log In

Schwab Login

Schwab Log In

Client Requests

Use the form for general requests. Please note we cannot update or modify your account/investments through this form. For urgent requests, please call (800) 799-3320. Please, do not send any confidential information to us on this form.

We consider you a part of the team.
We look forward to helping you!