01RightCapital
Financial Planning Portal
- View your entire financial picture in one place
- Upload documents
- Run financial planning simulations
- Manage planning tasks
Client access
Client Portal
Welcome. Below, you will find links to the systems you have access to and descriptions of the information available in each portal.
Each button takes you to the provider’s secure website.
Your accounts and planning tools
Choose the portal you need.
Four systems, each with a specific role in your financial plan.
02Capitect
Accounts and Performance
- View investment account performance
- Access billing invoices
- Download statements and tax documents
03Charles Schwab
Custodian Access
- View real-time account values
- Download statements and tax documents
- Schedule deposits
04PlanConfidence
Workplace Retirement Plan
- Access investment advice for your 401(k) or workplace plan
- Review available investment strategies
Need help?
Not sure which portal to use?
Contact AlignPoint Wealth and we’ll point you in the right direction.