RightCapital is the core of our relationship. View your profile and plan.
Log in to TD Ameritrade
AdvicePay is the billing software used if you don't pay out of your investment accounts.
Log in to Charles Schwab
For investment clients, Capitect allows you to see holdings and performance for your accounts. It also allows you to see invoices if you pay out of your investment accounts.
Use this link to schedule a check-in meeting