Who it's for
Anyone whose wealth is spread across several custodians, banks, retirement plans, trusts or family entities, and who is tired of adding it up by hand.
What you see
- Balances and holdings across all linked accounts, updated automatically.
- Asset allocation across your whole household, not one account at a time.
- Activity, income and performance reports you can view or download.
- Secure access on the web and through the Commons Capital client app for Apple and Android devices.
Why it matters
Decisions made one account at a time often work against each other: two accounts holding the same stock, cash sitting idle in a third. A consolidated view lets us manage your wealth as one portfolio and lets you see exactly where you stand.
Common questions
Can you include accounts you don't manage?
Yes. Accounts at other institutions can be linked so they appear alongside the ones we manage.
How do I log in?
Clients use the Client Login link at the top of every page of this site, or the Commons Capital client app.