SwitchPoint Financial Planning Client Portal
The SwitchPoint Financial Planning Client Portal offers secure and personalized access to your financial holdings and other important information.
The Client Portal allows you to:
- View your account details: Access an up-to-date overview of your investment accounts, including activity summaries, asset allocation, and more.
- Track your progress: See daily balances, portfolio growth, and performance reports.
- Stay Informed: Receive important updates and documents directly in the portal, including your custodian account statements and tax documents.
If you are a current client and need login assistance, please contact us via email.
CUSTODIANS
Schwab Alliance
Schwab Alliance provides up-to-date online access to your specific Schwab brokerage account information.
Please see the Schwab Alliance Enrollment Guide for details on how to sign up for a Schwab Alliance account.
Click Here to see a brief video overview of Schwab Alliance.
Fidelity Investments
Logging into Fidelity Investments online access enables you to manage your account settings, review account statements, access tax forms, and manage other personal information.
Click Here for login assistance.
OTHER
RightCapital
SwitchPoint Financial Planning utilizes a collaborative retirement planning tool from RightCapital to help create financial plans for our clients. Use your financial planning portal to track progress toward your goals. For account setup or password reset assistance please reach out to us via email.
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