Please note: Our offices will be closed Monday the 30th of May, 2022 in observance of the Memorial Day holiday.

How can we help?

How do I change my password to the software & members website?


If you would like to change your password for your Circle of Wealth® NextGen software and the members' website, you need to contact our Member Services team.

You can submit a ticket above requesting the new password, send an email to or call 321-369-9470 option 2.

If you have forgotten your password:

Click here for a password reminder email

Have more questions? Submit a request