Client Login
Client Login
Please use these links to login to your client portals.
eQuipt
Please use this link for the details of your investment accounts and your bill pay.
eQuipt Client Portal Features
- Provides 24/7 access to view your investment account information (including balances, holdings, cost basis, activity, projected cash flow, order statuses, and profile information) with intraday updates as well as with information as of the previous business day’s close.
- Provides the ability to establish eDelivery preferences for various account-related communications
- View all of your investment accounts through a single login
Right Capital
Please use this link to access your total aggregation and projection values.
Right Capital Features
- Account aggregation
- Advanced tax planning
- Asset allocation & risk tolerance
- Cash flow planning
Click Here to Login to Right Capital