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Access Your Accounts

Radical transparency. 

Knowing what you own is important. Knowing how what you own is doing is relevant. But the most significant element of financial planning is understanding if you're on track to accomplishing your life goals. That's why we make it easy to view all of your accounts in one place. Learn more about the new portal here

To access your new client portal for the first time you'll need to request access. It's simple to do, just email a member of our team and we'll help you get started. If you are a returning user and you already have a password click the "Access New Client Portal" button below to log in. Your email address is your username for the new client portal.

Access Right Capital Client Portal

If you are logging into the client portal for the first time, please request access below. A member of our team will email you a registration link. 

Request First time Access

*If you would simply like to access the old Client Portal/Portfolio Snapshot, please click here.

Log in to view your Brinker Capital accounts

Log in to view your Manning & Napier accounts

Log in to view your John Hancock accounts

Log in to view your Transamerica accounts

Log in to view your Jackson accounts

Log in to view your Nationwide accounts

Log in to view your City National Rochdale

Log in to view your Penn Mutual accounts*


*Dear Penn Mutual Policyholder,
Recent amendments to insurance and banking regulations extend grace periods and give you other rights under your life insurance policy or annuity contract if you can demonstrate financial hardship as a result of the novel coronavirus (“COVID-19”) pandemic. These grace periods and rights are currently in effect but are temporary, though they may be extended further. For more information, please visit the Penn Mutual site for COVID-19 news and updates for policyholders.

Please contact us with any questions. We're here to help.