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  1. Login to your Trajan Client Portal Customer Account.

  2. Friday, September 1st: Last day to access the TD Ameritrade portal. Tuesday, Sept 5th: The Schwab client portal will be activated to access accounts. Early September: The Trajan Client Portal will be reopened after thorough testing.

  3. As a client with Trajan Wealth, you can access the expertise of knowledgeable investment professionals, plus these client benefits!

  4. Trajan Wealth is devoted to providing you with wealth management to protect, maintain, and grow your financial portfolio.

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  5. Trajan Wealth LLC Login Toggle navigation. Trajan Wealth LLC Login. Jobs; Login; Login; Email Address. Password. Forgot Your Password? Need an account? Click here!

  6. An interested client can open an account with Trajan Wealth by visiting its website or calling (480) 990-3300. Besides its headquarters in Scottsdale, Trajan Wealth operates other offices in Arizona (Gilbert, Goodyear, Peoria and Tucson), as well as in Edmond, Oklahoma; Frisco, Texas; and Draper, Utah.

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  8. Trajan Wealth specializes in peace of mind. We help our clients prepare for retirement with custom wealth management solutions. We also have estate planning attorneys, all under one roof.

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