We're a mobile society. Access to your wealth should be, too. That's why we offer you the free MyCW App. You can gain valuable education about market trends and financial strategies. You can also access your MyCommonwealth service. And an Advisor is just a click away to provide the information and insight you need to reach your financial goals. On the go!
Your Vault is a place to upload important documents to store and share with your MyCommonwealth Advisor. We know you're busy. So we'll also place your quarterly reports and VPRs** in the Vault for you to access and view at your convenience.
Our Executive Advisor feature gives you a custom quarterly report on your wealth, including best performing assets, under-performing positions and professional insight. Our Virtual Portfolio Reviews (VPRs) are 10- to 15-minute videos on your portfolio's quarterly performance. Your custom VPR also includes a walk through with one of our Advisors who will highlight asset shifts, dividend streams and more. With MyCommonwealth, you have an Advisor on your side to help you make sense of the markets and achieve your financial goals.**
One view of your wealth
reports to guide you
Now that you have one view of your wealth in MyCommonwealth, the real power of the service begins. Because you can dynamically track the performance of your various investments, see dividends coming into each account, review transactions and much more!
MyCommonwealth allows you to track all of your investments in one spot, even if they are all over the place or in various locations. MyCommonwealth stores and aggregates the logins you keep for your various accounts with one convenient login and password. Then when you want to see the total picture of your wealth, just ask MyCommonwealth to create your custom up-to-date report with data from all your investments. It's that easy!
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A vault of your own
TRACKing of your investments
Your Advisor can also set up "position alerts" on any or all of your investments (stock, mutual fund, etc.) and will send you an alert when your position has fallen below a set percentage from its highest market price (aka a trailing stop) ... these alerts are usually set at 20-25%.. Your alerts can be crucial in volatile markets. With MyCommonwealth's alert tracking, you gain another opportunity to stay on top of your portfolio's performance.*