top of page

Client Log in

How many times have you been in a rush to find a copy of your ID, last year's tax return, or a recent financial statement? 

FWA helps you access your important information on-the-go.

Access the applicable portal links on this page. 

Work Environment

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

​​

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

​

3

Schwab Investment Portal

The Schwab investment portal provides access to your important investment balances and research resources including: 

  • Account balances and holdings

  • Investment Research Resources

  • Money movement capabilities

bottom of page