Welcome to Your Coastline Complete Wealth Client Portal

Getting started is simple—just follow these steps:

1. Access the portal by either downloading the Coastline Complete Wealth app from the App Store on your mobile device, or by visiting coastlinecw.com on your computer and clicking the Client Login tab.

2. Log in for the first time by entering your email address and temporary password. You will receive the temporary password via text message from our office.

3. Set up two-step verification by selecting whether you'd like to receive your verification codes by text or email. Enter the corresponding phone number or email address, then click Next.

4. Verify your identity by entering the code sent to you through your chosen method. When prompted, re-enter your password and click Next to continue.

5. Create a new password when prompted. Your new password must be 8–20 characters long, include at least one uppercase letter, one lowercase letter, one number, one symbol, and contain no spaces.

6. Explore your dashboard, where you’ll be able to view your Coastline Complete Wealth accounts securely and conveniently.

If you need help at any step, our team is here to assist you.