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Rightcapital​

View your plan, vault, and net-worth.

AdvisorClient

Log in to TD Ameritrade

AdvicePay​

AdvicePay is the billing software used if you don't pay out of your investment accounts.

Charles Schwab

Log in to Charles Schwab

Capitect

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.

Calendly

Use this link to schedule a check-in meeting