Manage how you sign in to Track My Wealth.
The name on your account. Change it here if you made a typo when you signed up. Your email address stays the same.
Sets your display currency and which tax tools you see. Australia shows the full set of Australian tax tools (land tax, negative gearing, stamp duty, CGT); other countries hide those.
Choose a new password of at least 8 characters. You'll stay signed in here and be signed out on your other devices.
Add a second step at login using an authenticator app (like Google Authenticator, Authy, or 1Password) — recommended if you'd feel more at ease knowing your password alone isn't enough to get in.
Hide dashboard features or data tabs you don't use, on wealth files you own. Nothing here affects your data or your totals — you can re-tick anything at any time. New accounts start with everything shown. If you manage wealth files for clients, each client's own preferences apply when their file is open — configure those for them from the Clients page.
Drag a row to change the order tabs appear in on the Wealth screen.
Question, problem, or feedback? Send us a message and we'll reply to the email address on your account.
Claude or ChatGPT can read your wealth files, read-only, once you connect them (Advanced plan). Notes, your legacy contact and sharing details are never shared. To connect, add https://trackmywealth.au/mcp as a custom connector in the assistant, then sign in here. Disconnect any time below.
Permanently delete your account and every wealth file you own. You'll be asked to confirm with your password first.