Client Information

RightCapital is our online portal. This is where 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:

  • Make check 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