Client Information

Useful links and information for our clients

Right Capital

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.


Charles Schwab

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:
The phone number is 877 774 3892

TD Ameritrade
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:
The phone number is 800 400 6288