Client Login

1. Your accounts

   Charles Schwab

   Balances, statements and tax forms, through Schwab Alliance.

   Log in to Schwab (opens in a new tab)

   First time or locked out? On Schwab’s page, choose “New User?” or “Forgot Login ID or Password?” Schwab Alliance can also help at 800-515-2157.

2. Send us documents

   Secure document upload

   Statements, tax documents, or anything you would like reviewed. Encrypted, straight to our team, no login needed.

   Upload documents

3. Your financial plan

   RightCapital

   Your plan, your goals, and how changes may affect the path ahead.

   Log in to RightCapital (opens in a new tab)

   First time? Open the RightCapital invitation email we sent you and follow its link to create your password. Can’t find it? Call us and we’ll send a fresh one.

   Forgot your password? Enter your email on the login page, choose Next, then use the reset link.

   On your phone? The same login works in the RightCapital app for iPhone and Android.

Each link opens that platform’s own secure login page. Need a hand getting in? Call (214) 436-7440.