RightCapital Portal
This is where your financial planning data is stored, including net worth, current financial plan, bank and investment accounts, and file vault.
CLIENT RESOURCES
RightCapital Portal
This is where your financial planning data is stored, including net worth, current financial plan, bank and investment accounts, and file vault.
Securely Share a File
Use this Dropbox link to quickly and securely share files with 7 Saturdays Financial.
Sensitive data like account numbers, tax returns, etc. should always be transmitted through a secure portal like Dropbox or RightCapital vault.
Securely Share a File
Use this Dropbox link to quickly and securely share files with 7 Saturdays Financial.
Please do not email sensitive data like account numbers, tax returns, etc. Use a secure portal like Dropbox or RightCapital vault.
Schedule a 30-minute meeting
Current clients can use this link to schedule a 30-minute Zoom, phone call, or in-person meeting.
Schedule a 30-minute meeting
Current clients can use this link to schedule a 30-minute Zoom, phone call, or in-person meeting.
Schedule a quick 15-minute call
Current clients can use this link to schedule a quick phone call.
For more complex issues or questions, please schedule a 30-minute meeting.
Schedule a quick 15-minute phone call
Current clients can use this link to schedule a quick phone call. For more complex issues or questions, please schedule a 30-minute meeting.
Access Your Accounts with Altruist
Need to log into your accounts and/or move money? Log into your Altruist account below.
Access Your Accounts with Altruist
Need to log into your accounts and/or move money? Log into your Altruist account below.
Access Your Accounts with Schwab
Need to log into your accounts and/or move money? Log into your Charles Schwab account below.
Access Your Accounts with Schwab
Need to log into your accounts and/or move money? Log into your Charles Schwab account below.