Welcome to the Cambridge Trust Total Wealth Resource Center

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

 

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

Download the Cambridge Trust Wealth App:

    

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.

Need Help?

Contact your Relationship Manager.

For password resets, contact our Client Resource Center

844-251-4244 Email Us

Resources

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



 
    

Need Help with the Total Wealth Portal?

  • Contact your Relationship Manager

FAQs

  • I did not receive my One-Time PIN.

    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.

  • I've forgotten my User ID.

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

  • I forgot the answers to my security questions.

    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.

  • I forgot my password.

    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.

  • I've registered my device, but I'm still being prompted to answer my security questions.
    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.
  • How long will my password be valid?
    Active clients will be asked to change their password every 90 days.
  • Will previous tax documents be available in Total Wealth?
    You will be able to access your 2020 and 2021 tax documents in Total Wealth.
     
  • Will statements be available 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.
     
  • When will the previous portal, (Wealth Access), go away?
    Clients will have access to Wealth Access until January 31, 2023.
     

You are leaving Cambridge Trust's Website and linking to a third party site. Please be advised that you will then link to a Website hosted by another party, where you will no longer be subject to, or under the protection of, the privacy and security policies of Cambridge Trust. We recommend that you review and evaluate the privacy and security policies of the site that you are entering. Cambridge Trust assumes no liability for the content, information, security, policies or transactions provided by these other sites.