Financial Planning PortalPowered by Right Capital
Click above for access to all your financial planning information including your personal balance sheet, cash flow reports and updates on meeting your financial objectives.
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Client PortalPowered by Capitect
Click above to view the investment performance of the accounts managed at TD Ameritrade and other accounts you have linked to the portal.
How to use the client portal:
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Custodian Account InformationClick above to be redirected to your custodian’s website for access to your personal account information, including monthly activity and statements, tax documents and current balances.
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Secure File UploadClick below to send me secure or large filesWhen prompted, please disregard the company name field.
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Additional Links
PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. Please remember: these services are not a substitute for your actual statement from your custodial partner. Please understand that statement is your official record of your account and these services are provided as a courtesy to our investment management clients.