Private Wealth
Compass Client Portal
For PeakStone clients accessing shared planning priorities, documents, and advisor collaboration connected to an active advisory relationship.
Client Access
Continue the work through Compass.
A secure starting point for the planning resources, shared documents, and digital spaces connected to your PeakStone relationship.
Workplace
Compass Workplace Portal
For workplace participants accessing financial wellness resources, education, and planning tools made available through an employer program.
Membership
Compass Membership Portal
For Compass members accessing planning workflows, resources, support, and optional advisor guidance tied to a membership relationship.
Portal access depends on the relationship, employer program, or membership connected to your credentials. Please use secure Compass channels for documents, account details, and other sensitive information.
Compass Access
What Compass helps keep organized
Planning priorities
Keep goals, priorities, and next steps in one structured environment so advisory conversations can stay focused on what needs attention.
Shared documents
Access planning resources, shared documents, and advisor collaboration when they are enabled for your relationship.
Workplace and membership
Use the Compass experience connected to your access path, whether through a household relationship, workplace program, or membership.
Need help finding the right access path?
If you are unsure which Compass portal applies to your relationship, PeakStone can help route the question and point you toward the right next step.