Securely access your accounts, statements, and financial planning tools through third-party providers.

Important: These portals are operated by third-party providers and are not controlled by Saltiel Wealth Management.

Portal Information & Limitations

Third-Party Systems:

All client portals are operated by independent third-party providers. Saltiel Wealth Management does not control the availability, functionality, or security of these systems.

System Availability:

Portal availability depends on third-party system maintenance, internet connectivity, and other factors beyond our control. Systems may be temporarily unavailable for scheduled or emergency maintenance.

Data Accuracy:

While these systems work to provide accurate information, data display may be subject to delays, technical issues, or other limitations. For critical account information, contact us directly or the custodian.

Technical Support:

Each platform provides its own technical support. We can assist in coordinating support but cannot directly resolve third-party system issues.

Important Technology and Security Disclosures

Third-Party Technology Risks: Client portals are provided by independent third-party technology companies. Saltiel Wealth Management does not control, supervise, or guarantee the performance, availability, security, or functionality of these systems. Technology systems may experience outages, delays, security breaches, or other issues that could affect access to your information.

No Guarantee of System Availability: Third-party systems may be unavailable due to scheduled maintenance, technical problems, internet connectivity issues, or other factors. We cannot guarantee continuous system availability or functionality.

Security Considerations: While third-party providers implement security measures, no technology system is completely secure. Internet-based systems involve inherent security risks including potential unauthorized access, data breaches, or other security incidents. Use these systems at your own risk.

Data Accuracy and Currency: Information displayed in client portals may be subject to delays, processing time, or technical limitations. Account balances, transactions, and other data may not reflect real-time information. For current account information or time-sensitive matters, contact us or your custodian directly.

Individual Responsibility: You are responsible for maintaining the security of your login credentials, using secure internet connections, keeping your contact information current, and notifying us of any suspected unauthorized access to your accounts.

Technology Changes: Third-party providers may change their systems, features, security protocols, or access methods without notice. These changes are beyond our control and may affect your ability to access information or use certain features.

No Endorsement: Links to third-party systems do not constitute our endorsement of their technology, security measures, or services. We provide these links for convenience but cannot control or guarantee third-party system performance.

Limited Technical Support: While we may assist with general questions about accessing these systems, technical support for portal functionality, password resets, and system-specific issues must be obtained directly from the respective technology providers.

Internet and Device Risks: Accessing financial information online involves risks related to internet connectivity, device security, malware, and other technology-related threats. Ensure your devices have current security software and use secure internet connections when accessing financial information.

Regulatory Limitations: Our ability to provide technology-related support may be limited by regulatory requirements and our technical expertise. We cannot provide technical support beyond our licensed capabilities.

Alternative Access: If you cannot access online portals, alternative methods for obtaining account information and conducting business may be available through direct contact with us or your custodian.

Privacy Considerations: Third-party systems have their own privacy policies and data handling practices. Review privacy policies of each system you use to understand how your information may be collected, used, and protected.