Draft for compliance review. Not yet in effect.
Terms of use
Last updated: October 2026
Who can use myGWM
myGWM is for clients of Global Wealth Management by invitation. Keep your password to yourself; each member of a household has their own login.
Not investment advice
Games, trivia, articles and other content in the app are for general interest and education. Nothing in the app is personalized investment, tax or legal advice. Talk with your team about your own situation.
Badges, streaks and leaderboards
Badges, streaks and leaderboards are just for fun. They have no cash value and aren't connected to your accounts, fees or services. Joining a leaderboard is optional, and you can leave at any time.
Introductions
You may tell us about people you introduced to the firm so we can thank you. There is no payment or reward for introductions, and we never tell you whether someone you introduced became a client.
Fair use
Please don't try to access other people's information, interfere with the app, or use it for anything unlawful. We may suspend access that is misused.
Changes
We may update the app and these terms. The date at the top shows when they last changed.
Retirement, Simplified.