Client Center

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Your Personal Dashboard

Gives you real time insights into the key components of your Atomic Plan and not only tracks your progress over time, but also provides the detailed, organized information you need to confidently catalyze financial freedom.

SIGN IN
SIGN IN

Your Portfolio

Login to your Catalyze Wealth Management investment accounts to access daily balances, transaction details, statements, tax documents, and data downloads. Our mobile investment app is also available for Android and iOS.

SIGN IN


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Document Sharing

You can securely share documents with us here. All files are secured using 256-bit AES encryption technology and TLS/SSL channel protection.

UPLOAD
 

Client Center

Image

Your Personal Dashboard

Gives you real time insights into the key components of your Atomic Plan and not only tracks your progress over time, but also provides the detailed, organized information you need to confidently catalyze financial freedom.

SIGN IN
SIGN IN

Image

Your Portfolio

Login to your Catalyze Wealth Management investment accounts to access daily balances, transaction details, statements, tax documents, and data downloads. Our mobile investment app is also available for Android and iOS.

SIGN IN

Image

Document Sharing

You can securely share documents with us here. All files are secured using 256-bit AES encryption technology and TLS/SSL channel protection.
UPLOAD