Client Logins
Secure access to your Trajan Wealth accounts.
Trajan Wealth Portal
**NOTE: To support a more intuitive and helpful experience, the portal will be temporarily unavailable until March 1st, 2026, while we complete a system upgrade.**
Trajan Wealth App
Prefer using your phone? The Trajan Wealth App gives you secure, encrypted access to your Trajan accounts, along with tools designed to help you stay engaged with your finances on the go.
Custodian Portals (Schwab & Axos)
Your assets are held at independent custodians, such as Schwab Advisor Services or Axos. These firms safeguard your accounts, provide trade confirmations, and issue tax documents. Trajan Wealth remains your primary point of contact for advice and service.
You will be redirected to the Schwab or Axos website when you select a login above.
Which Option Should I Use?
If you are not sure where to start, use this guide:
Trajan Wealth Portal (Desktop)
Best when you are at a computer and want a detailed view of your accounts.
- Work from a larger screen for more in-depth review of your Trajan accounts.
- Review portfolio allocation and performance in detail.
- Download reports and planning documents shared by our team.
Custodian Portals (Schwab & Axos)
Best when you need documents or details issued directly by the custodian.
- Download tax forms (such as 1099s).
- Review statements from Schwab or Axos.
- Verify specific transactions or transfers.
- Update certain details or alerts with the custodian.
Need Assistance? We are here to help!
Contact your portfolio management team.
Phone: (800) 799-3320 | Email: portfoliomanagement@trajanwealth.com
General Client Requests
Use this form for non-urgent questions or general requests related to your accounts. A member of our team will follow up with you.
Please do not include account numbers, Social Security numbers, or other confidential personal information in this form. Account changes, including trades, withdrawals, and beneficiary updates, cannot be accepted through this form. For those requests, please call our office directly at (800) 799-3320.
“*” indicates a required field.
We look forward to helping you!
Information is secure and never shared with unaffiliated parties. By clicking submit, you are opting in for Trajan Wealth to contact you by phone, email, and text. Please note phone calls are recorded for quality assurance. Standard text message and data rates may apply. You can opt out of text messages by responding STOP at any time. Please view our Privacy Policy for more details.
Your Security and Privacy
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. 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.
Access to your Trajan Wealth accounts and custodian sites is protected by login credentials and encrypted connections. We encourage you to use strong passwords, enable available security features, and contact us promptly if you notice any unusual activity.
To learn more about how we handle your information, please review our Privacy Policy.
Not a Trajan Wealth Client yet?
If you are exploring whether Trajan Wealth is a fit for your needs, we welcome the opportunity to learn more about your goals and how we may be able to help.
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.
© 2026 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.
