VIDEO: Accessing Your Quarterly Performance Report

CWM Clients: watch this short tutorial on how to access your quarterly performance report in the new Client Portal.
Accessing your quarterly performance report (1)

For those clients who have not yet activated access to the Client Portal please Contact Us or call the office at (425) 778-6160 to request your temporary password.

< Return to News

Related Insights

VIDEO: The CWM Philosophy
Videos
VIDEO: The CWM Philosophy
Our mission at CWM is to help you live richly through smart investment management, guided by our clients' individua...
Read More
View All
Ripples

Plan Intentionally

Schedule a complimentary, no-pressure phone call with a CWM financial advisor to learn if our breadth of consulting services and purpose-driven approach aligns with your needs.