Client Resource

As a Trek client, you will have access to several state-of-the-art
systems to help you stay organized and connected with your entire financial plan.

The Client Learning Center is a great resource and guide to help with any questions you may have regarding setup or access to your accounts. We provide this resource as a great go-to option however, we are always available to help.

Client Login

Trek Client Portal

Access to all of your investment accounts that are with Trek Capital Management. Learn More


Access to your account information online, including status of requests, transaction approvals, and check deposits. Learn More