Financial Planning Portal

Powered 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.
How to use the planning portal:
 Video  // Linking Your Accounts // Mobile App

Client Portal

Powered 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.
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How to use the client portal:
​Video

​Custodian Account Information

Click 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.

Secure File Upload

Click below to send me secure or large files

When prompted, please disregard the company name field.

Additional Links

Published by Centers for Medicare and Medicaid Services.  Department of Health and Human Services.
​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.

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248.731.7729
31600 Telegraph Road Suite 200
Bingham Farms, MI 48025
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©2021 OCTO Capital, LLC. OCTO Capital is a Michigan-based Investment Advisory Firm. 
​We may only transact business in those states in which we are registered, or qualify for an exemption or exclusion from registration requirements.
​​Are you looking for a fiduciary financial advisor and retirement planner in Metro Detroit, Michigan? You've come to the right place. Octo Capital is serving clients in Michigan, including Bingham Farms, Bloomfield Hills, Troy, Rochester, West Bloomfield, Birmingham, Farmington Hills, Rochester Hills, Sterling Heights, Shelby Twp, Livonia, and Northville. We also work with clients located in other states*. We provide comprehensive financial planning and investment management. Our services include retirement income planning, cash flow projections, tax-efficient placement of assets, strategic tax-loss harvesting, coordination of all income sources in retirement, detailed analysis of tax returns focused on tax-saving opportunities, and more.