WealthTrac

Never lose track of your retirement savings again.

WealthTrac helps you find, consolidate, and manage forgotten 401(k) accounts from previous employers. When you change jobs, your old 401(k) doesn't follow you — WealthTrac scans your employment history and linked accounts to surface retirement funds still sitting with former employers, so you can act before fees quietly erode your savings.

FIND FORGOTTEN RETIREMENT ACCOUNTS
Orphaned 401(k) detection automatically matches old accounts to past employers and flags the ones that need your attention. Get a clear next step instead of a vague worry.

ONE VIEW OF EVERYTHING
Link your bank, brokerage, and retirement accounts in a single secure dashboard. See real-time balances, holdings, and your full net worth at a glance — no more logging into five different portals.

CONNECT WITH QUALIFIED ADVISORS
Browse vetted financial advisors who specialize in retirement planning, request a consultation, and message them directly in the app. You decide who sees your data — advisor access always requires your explicit consent.

SMART ALERTS & INSIGHTS
- Orphaned 401(k) detection with automatic employer matching
- Proactive notifications when an account needs attention
- Plain-language insights that keep your retirement plan on track

SECURE & PRIVATE
Your financial data is protected with bank-level encryption through industry-leading aggregation partners. Sharing is opt-in and revocable — your information stays yours.

WHO IT'S FOR
- Anyone with a 401(k) from a job they've left
- People juggling multiple retirement and investment accounts
- Savers who want a real plan, not another spreadsheet
- Financial advisors managing client relationships and growing their practice

Clients use WealthTrac free. Advisors can subscribe for full client management, portfolio tools, and priority support.

Start protecting your retirement savings today.

Terms of Use: https://www.wealthtrac.app/legal/terms
Privacy Policy: https://www.wealthtrac.app/legal/privacy