Telos Wealth Management - Market/Economic Updates & Articles of Interest

The launch of our new private client portal is just around the corner! Here's what to expect:

Altruist and Charles Schwab client portals are NOT affected: The changes described below apply only to Telos Wealth's private client portal - there will be no changes/restriction in access to your Altruist/Schwab custodian portals.

Current Telos Wealth private portal data: Once the conversion is complete, all your existing data will transfer automatically into our new private portal and will be accessible here. The link to our new private portal is also available on our website under "Client Login".

Current private portal retirement date: May 23, 2026. After this date, our current private portal system will no longer be accessible.

New private portal login instructions: In the coming weeks, you will receive a text from us at 509-664-8844 notifying you that your new private portal login email has been sent. This will be your notification to look for an email from service@teloswealth.com via nstarfinancial.onmicrosoft.com with login instructions. If you use Gmail, this email will likely be routed to your Spam or Junk folder — please check there if you don't see it in your inbox. It's imperative that you follow the instructions within 24 hours of receipt, or the login link will expire.

How to prepare: Please take a moment to review this overview, which includes login instructions and a preview of our new private portal's features and layout.

There’s an app for that! We'll also be introducing a custom mobile app for our private portal, available in both the Apple App Store and Google Play Store, giving you a convenient way to access your financial information on the go. More details will follow in a separate communication.

Enhanced experience: Our new private portal leverages the latest technology to deliver a sleek, intuitive interface with expanded features, easier navigation, and enhanced security.

Need help? Don't hesitate to reach out — call or text us at 509-664-8844 or email us at Service@TelosWealth.com.