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.
Client Information
Useful links and information for our clients
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
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
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