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Client Log in

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1

FWA Client Portal
(Right Capital)

Our client portal serves as a communication hub for us. Here you will be able to:

  • See a dashboard summary of key financial data points

  • Access the financial plan we will build for you

  • Exchange documents with your planner in secure, encrypted vault

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2

Betterment Investment Portal

The Betterment investment portal provides access to your important investment information including: 

  • Account balances, holdings and investment performance

  • Goal tracking

  • Maintain your investments and high yield cash savings all in a single place

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3

GeoWealth Portal for Schwab Accounts

In the GeoWealth portal you can view real-time performance information for your accounts.

 

You can also review a breakdown of your investment fees each quarter.​

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