Client Information

RightCapital is our online portal. We do financial planning projections, share documents, and track progress on your financial plan. We will add any accounts we are managing for you, but you can add ALL your financial accounts (bank, mortgage, credit cards, etc.) so we can see your total financial picture in one place.

We use Charles Schwab as a third-party custodian to hold investments we manage for clients. Click here to access your account and view statements, tax documents, and trade confirmations at the Schwab website.

Deposit Information

  • To deposit a (paper) check directly at Charles Schwab:

  • Checks should be made payable to “Charles Schwab FBO YOUR NAME” . (FBO = For Benefit Of)

  • Checks under $50,000 may be eligible for deposit via the Schwab Mobile app

  • Or Mail to Charles Schwab directly:

    OVERNIGHT MAIL/COURIER

    Charles Schwab & Co., INC
    1958 Summit Park Drive, STE 500
    Orlando, Florida 32810

    STANDARD U.S. MAIL

    Charles Schwab & Co., INC
    P.O. Box 628290
    Orlando, Florida 32810

    The phone number is 877 774 3892

We also use TD Ameritrade as a third-party custodian to hold investments we manage for clients. Click here to access your account and view statements, tax documents, and trade confirmations at the TD Ameritrade website.

Deposit Information

  • To deposit a (paper) check directly at TD Ameritrade:

  • Checks should be made payable to “TD Ameritrade FBO YOUR NAME” . (FBO = For Benefit Of)

  • Checks under $50,000 may be eligible for deposit via the Advisor Client app

  • Or Mail to TD Ameritrade directly:

    OVERNIGHT MAIL/COURIER

    TD Ameritrade Institutional
    7801 Mesquite Bend Drive, Suite 112
    Irving, TX 75063-6043

STANDARD U.S. MAIL

TD Ameritrade Institutional
PO Box 650567
Dallas, TX 75265-0567

The phone number is 800 400 6288