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:
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
- Interactive Brokers:
Blueleaf Reporting Access:
Go here to access your comprehensive investment performance reports.
- Blueleaf:
- IIA Branded Login
- General Home Page
- Mobile App – My Financial Advisor
