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Login to your Trajan Client Portal Customer Account.
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.
As a client with Trajan Wealth, you can access the expertise of knowledgeable investment professionals, plus these client benefits!
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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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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.