Digitally Onboard
Axxcess Portal has a development and creative team in house to design your Advisor site to give you more than a digital presence.


Getting Started
Link Accounts
Link Your Accounts
Step 1
Linking your accounts is simple and secure. You'll click the add accounts button, and enter the name of your institution or URL in the search bar.




Organize
Link Accounts
Connect Via Web
Step 2
Our Aggregation data engine includes direct feeds from more than 20,000 institutions through multi-tiered data sources, including hard-to-report-on assets such as private investments.




Analyze
Link Accounts
Private and Directed Investments
Step 3
All of your assets and liabilities are brought into one secure platform. Link real estate, private equity, and hedge funds to create a comprehensive view or your wealth.


CONTACT US
Carlsbad CA, 92011
1-866-217-5607
Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA.
Axxcess offers advisory services independent of Arete. Neither firm is affiliated.
Pursuant to the March 13, 2020 Exemptive Order issued by the Securities and Exchange Commission (the “SEC”) allowing an extension of the Annual ADV filing deadline, Axxcess Wealth Management, LLC has elected to request such an extension and intends to file by April 10, 2020.