Frequently Asked Questions
Fidelity is a custodian that provides investment and retirement account services. Log in to view your accounts and manage your investments.
Pershing by BNY Mellon is a custodian that provides custody and clearing services for investment accounts. View your investment portfolio and account information through their NetX360 platform.
RightCapital is financial planning software that provides interactive tools and visualizations to help you understand and track your personalized financial plan.
SimpleVisorโข is our completely digital, low cost, portfolio management solution. We combine the expertise of seasoned investment professionals with sophisticated technology to deliver exceptional portfolio management. Every investment decision is backed by both rigorous analysis and powerful automation, giving you the best of both worlds.
Our clients only use one of our two custodians, Fidelity or Pershing. Therefore, you will only have access to the portal of the custodian that holds your assets.
Access to RightCapital is given on an as-needed basis by our advisors. Please contact your advisor if you have any questions.