Download The Mobile Apps!
Our financial planning software and client portal has a mobile app with features including:
- The ability to link your accounts and view your balances
- Review your budget and categorize transactions
- View your probability of success for achieving goals
- Receive notifications regarding any upcoming tasks
- And more!
To download the app, please follow the instructions below.
App Store
- Go to App store
- Search for RightCapital
- Click the blue Get button
- Click the blue Open button
- Insert login information when prompted
Google Play
- Open the Play Store
- Search for RightCapital
- Click the green Install button
- Click the green Open button when installation is complete
- Insert login information when prompted
Our investment management platform has a mobile app that allows you to view your investments, view monthly statements, download tax forms, and more.
First, create a login using your TD Ameritrade account number. Once you’ve set up an online login at Advisorclient.com you’ll have access through the mobile app.
To download the app, please follow the instructions below.
App Store
- Go to the App store
- Search for TD Ameritrade Advisor Client
- Click the blue Get button
- Click the blue Open button
- Enter login information
Google Play
- Open the Play Store
- Search for TD Ameritrade Advisor Client
- Click the green Install button
- Click the green Open button when installation is complete
- Enter login information