Introducing the Chevy Chase Trust Wealth Access Client Portal

Wealth Access is our client portal which allows you to view account information, statements, and tax reporting. You can also add external accounts like banking, company 401(k) and other investment accounts.


When you log on to Wealth Access – – you will access your Dashboard. From the Dashboard, you can access all accounts, reports, statements and more.

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Our customizable portal is available on computers and mobile devices. Simply go to the website –– or download our app from an App Store (Apple or Android) by searching for Chevy Chase Trust Wealth Access.


Getting Started
You will receive an email inviting you to join Wealth Access. Click the Setup Your Account button to begin the login process.

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Setup Your Account
Your email address is your user name. Follow the prompts to establish a password, security questions, and account preferences.


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Please feel free to call Wealth Access for assistance at 1-866-599-8889, select Option 2 for Customer Service/Technical Support or contact your Senior Trust Officer at Chevy Chase Trust. We’re here to help.

To download this information in a pdf format, click here.