24/7 Risk Monitoring
$39.95 / month
Cancel at any time.

Contact us for accounting professional pricing plans

Key features

• Monitor one financial advisor plus one banking institution

• AI powered technology detects the most sophisticated risks

• Insights shared by our expert panel keep us at the forefront of industry threats

• Early warning alerts delivered 24/7 through text message and email

• Full service platform means there is nothing to learn or manage. 

• Cancel at any time.

Monitoring details

Financial Advisor's Firm Name *

Bank or Credit Union Name (optional)

Bank or Credit Union Location (optional)

Financial Advisor's Firm Location

* Trusted Wealth automatically monitors all employees at firms with less than 20 advisors on staff. For firms with more than 20 advisors, please include your advisor's full name and firm name. (example  "Joe Smith, XYZ Wealth Management")