Security
Your financial information is personal and sensitive. Wealth Access is designed with multiple layers of security to help protect your data, your identity, and your accounts. This section explains how security works within the platform and what steps you can take to keep your account safe.
How Your Information Is Protected
Wealth Access uses secure technologies and processes to safeguard your data, including:
- Encrypted data transmission
- Secure data storage
- Authentication safeguards at login
- Ongoing monitoring and system controls
These protections work together to help ensure your information remains private and secure.
Your Role in Keeping Your Account Secure
Security is strongest when technology and good habits work together. You can help protect your account by:
- Creating a strong, unique password
- Enabling two-factor authentication
- Keeping your login credentials private
- Logging out of shared or public devices
- Reviewing account activity regularly
Small steps make a meaningful difference.
Login and Identity Verification
Wealth Access includes safeguards to confirm your identity and prevent unauthorized access, such as:
- Password protection
- Security questions
- Two-factor authentication
- Verification PIN for support interactions
If your account becomes locked or you forget your credentials, secure recovery options are available.
Contacting Support Securely
When you contact Wealth Access Support, you may be asked to verify your identity using your Verification PIN. This ensures we are speaking with the correct person before discussing account details.
Support is available directly at https://dev.wealthaccess.com/support/
If you ever have concerns about your account security, contact your financial advisor or Wealth Access Support right away.