24/7 Risk Monitoring $39.95 / month Cancel at any time.
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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
Payment
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Monitoring details
Financial Advisor's Firm Name *
Bank or Credit Union Name (optional)
Bank or Credit Union Location (optional)
Primary contact for text and email alerts
Secondary contact for text and email alerts
(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")