Client login
Secure access to your information
Each portal is run by the provider that holds the information. All of them open in a new tab.
- Schwab Client PortalView accounts, balances, tax documents, and statements.Open portal
- Tax Portal and Document VaultAccess tax returns, planning documents, and shared files.Open portal
- Right CapitalUpdate personal financial statements and review spending trends.Open portal
- Investment Account PortalView accounts, balances, and performance.Open portal
- File UploadUpload meeting documents or other non-tax document files. Tax return related files should be uploaded to the Tax Portal.Open portal
Security
We never ask for passwords.
Every portal above is operated by the provider that holds the data. We will never email or call to ask for a portal password, and we will never ask you to send account numbers by email.
If something looks wrong, stop and call us before you act on it.
Need help getting in?
Call the office.
We can reset access, resend an invitation, or walk you through a portal on a screen share.
Monday to Friday, business hours Central time.