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SharePoint Access:

Go here to access our collaboration portal for file sharing, ongoing financial planning action items.

  • IIA SharePoint:
    • SharePoint link is personalized to each client. Please refer to your email for your specific link.

Right Capital Access:

Go here to access your comprehensive financial plan. Right Capital can also aggregate and report on your spending.

  • Right Capital:
    • IIA Branded Login
    • General Home Page
    • Mobile App
      • Apple App Store
      • Google Play Store

Custodian/Brokerage Access:

Go here to fund your account, transfer funds or positions, set up direct deposit, get tax statements and view your transaction history.

  • Charles Schwab:
    • General Home Page
    • Mobile App
      • Apple App Store
      • Google Play Store
  • Interactive Brokers:
    • IIA Branded Login
    • General Home Page
    • Mobile App
      • Apple App Store
      • Google Play Store

Blueleaf Reporting Access:

Go here to access your comprehensive investment performance reports.

  • Blueleaf:
    • IIA Branded Login
    • General Home Page
    • Mobile App – My Financial Advisor
      • Apple App Store
      • Google Play Store

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