Client Vaults (Alexis Advisors)
The Alexis Client Vaults show your accounts’ performance data, transaction history, and investment holdings. Navigate to the secure document vault to access your quarterly performance report and fee statements, financial planning and investment documents, regulatory compliance documents, and account setup paperwork.
Custodian Portal (Liberty)
Use the Liberty Portal to access your tax documents, download custodian statements for sending to your tax advisor, and sign up for e-delivery of statements to save the quarterly paper statement fee.
Financial Planning Portal
Use the RightCapital financial planning portal to link your bank, investment, loan, and credit card accounts directly to your financial plan. Once your plan is completed you can return to this portal to view financial plan outcomes based on real-time account balances and market activity for linked accounts. Access the financial planning task list to view actionable items that may impact your financial plan.