eWealthManager

Client account information formerly available on ccmg.com is now available through AssetMark at eWealthManager.com*. Please take a moment to bookmark or save eWealthManager.com in your browser settings.

If you do not have an eWealthManager User ID and Password, or need help accessing the site, contact your AssetMark Relationship Manager at 800-664-5345, option 1.

Client Access:

Your clients can access their account information on eWealthManager.com. If your client needs to register for eWealthManager and requires a new invitation, you may send them one directly from the Clients section of eWealthManager or contact your AssetMark Relationship Manager for help.

*Client accounts that terminated prior to September 1, 2015 will not be accessible on eWealthManager. 

 If you’d like to request a proposal, please click here.

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