SM

McDonald Wealth Management

✓ Payment confirmed

You're in. Let's get to work.

One more step and your file is open. Creating your account takes about three minutes.

Where you are

✓
Payment received
Your receipt is on its way to your email.
2
Create your client accountYou're here
Secure portal where your file lives.

Create your account

This opens your secure client portal. Use the same name and email you used to pay so I can match your file.

Get Started Takes about 3 minutes

On a computer? Scan this to finish on your phone.

What to have ready

Have these on hand before you start and you'll finish in one sitting.

Heads up: if your current address isn't the one showing on your credit reports, tell me in the portal. Mismatched addresses are one of the most common reasons a dispute comes back unresolved, and it's worth fixing before we send anything.

What happens next

One thing I want you to know up front: you're in control of this process, not the other way around. You'll always know what was sent, what came back, and why we're doing what we're doing next. No guessing.

Taking you to your secure signup… Scroll or tap anywhere to stay and finish reading.

Go now