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Signing in and your account

Where in the app
Sign-in page; your name (top right)
Who can use it
  • Firms (Firm Admin)
  • Family Head
  • Own portfolio login

Everyone signs in to Wealth Plus the same way. Here is how, what you can change about your own account, and what each sign-in message means.

Sign in

  1. Open wealthplus.app and enter the email address registered for you, and your password.
  2. If a sign-in code is asked for, check your email for a 6-digit code from Wealth Plus and type it in. Firm staff always get this step; clients can turn it on for themselves (below). Leave Don't ask again on this browser for 30 days ticked on your own computer.
  3. The first time, and whenever they change, you are asked to accept the Terms and Privacy policy. Tick both boxes and click Agree and continue.
  4. You land on the screen for your login: firms and Family Heads on Families, a portfolio's own login on its portfolio page.

Your name, top right

Click your name in the header to open a short menu:

  • Change password: type your current password once and the new one twice. You get an email confirming the change.
  • Sign-in security: turn the emailed sign-in code on or off (your password is asked), see whether this browser is remembered, and Forget this browser.
  • Activity log: your own sign-ins and changes. See Activity log.
  • Sign out: always sign out on a shared computer.

Forgot your password?

Click Forgot password on the sign-in page and enter your email. A link to set a new password is emailed to you. It works once, for 2 hours. If it doesn't arrive in a few minutes, check spam, then ask your firm to reset it from User management.

If sign-in is refused

"Wrong email or password"
Check the email has no extra space and Caps Lock is off. After several wrong tries the login is locked for a while.
"Locked" or "too many attempts"
Wait and try again later, or ask your firm to unlock it in User management.
A message that the firm, family or portfolio is suspended or its validity has ended
Your login is fine, but the account above it is switched off. Your firm can switch it back on; a firm renews its own account by writing to [email protected]. The message names which one.
No sign-in code arrives
Check spam, wait a minute, then click Send a new code. Codes expire after a few minutes, so use the newest one.
Signed out in the middle of work
This happens when your firm, family or portfolio is switched off while you are signed in. The sign-in page shows the reason.
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