Cook Wealth Portal and Mobile App

It’s easier than ever to access your Cook Wealth portfolio, plan, document vault and more.

To ensure you have the best experience, we activate client portals individually. If you’d like access, please contact us at Otherwise, we will walk you through a quick setup during your next meeting with us.

Already activated? Log in here.

Ready to go mobile? Head to the App Store or Google Play and search Cook Wealth. (Please note: you must log in to the Cook Wealth client portal via laptop or desktop at least once before logging in to the Cook Wealth mobile app.)