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Cambridge Trust is moving to a new online portal called Total Wealth, which will provide you with secure access to your Cambridge Trust Wealth Management account with better functionality.


YOU'LL BE ABLE TO:

  • Review your portfolio
  • Monitor cash balances
  • View transaction history
  • View cost basis information


Download the Cambridge Trust Wealth App:

App Store  Google Play

  • View gain/loss activity
  • Project cash positions
  • View monthly statements
  • Download reports


The Cambridge Trust Wealth App is now available! Download today at the iOS Apple Store or Android Google Play Store on your mobile device.

Not enrolled? 

Contact your Relationship Manager to get started.

Resources 

View or download our Login and User Guides to get started.


Login Guide


User Guide


Need Help with the Total Wealth Portal? 

Contact your Relationship Manager


FAQs

Please wait for at least 5 minutes to see if you receive the email. Check your spam/junk folder and other folders like promotions/social/updates.
If you still have not received the PIN, please reach out to your Relationship Manager for assistance. They will need to confirm the email address on file that it is being sent to. They can generate a new one-time PIN, if needed.

Your User ID was shared previously by your Relationship Manager or your client service team.
Please contact your Relationship Manager for assistance.

Click on the “Forgot Your Questions and Answers?” link on the security page. You will be prompted to enter your User ID and password. After successfully entering your password, a one-time PIN will be sent to your registered email address. Enter the one-time PIN. You will be prompted to reestablish your security questions and answers.

Enter your User ID and click on the “Forgot Password” link on the login page. You will be asked to complete two security questions. After completing the security questions, you will be prompted to create a new password.

Security questions are prompted when the site does not recognize the device or browser you are using to log in. This is simply a security measure to ensure that only authorized users are accessing your account information.

Active clients will be asked to change their password every 90 days.

You will be able to access your 2020 and 2021 tax documents in Total Wealth.

You will be able to access your statements from November 2021 forward. For statements prior to that date, please contact your Relationship Manager.

Clients will have access to Wealth Access until January 31, 2023.

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