Account Access

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We craft your experience with BOLT using a unified account access. Through your Personal Financial Site (Portal), you not only view your portfolios managed by BOLT, but a consolidated view of all your accounts, track spending, budgeting tools, a secure digital vault for safekeeping of your important documents, and more.

Primary Account Access
BOLT Personal Financial Site (Portal)

Supplemental Account Access

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BOLT Wealth Management LLC is a California registered investment adviser

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