Client Resources
Client Resources
The client portal is our record-keeper of what has happened in the past with your investment accounts. Your portal account also has a secure vault where you can find statements from Trail Financial Planning and from your custodian (such as tax documents). The portal is maintained by a company called Advyzon.
If you need help with logging into your client portal, please contact your advisor.
Right Capital Planning Portal
Right Capital is the financial planning software we use to make projections for the future and to analyze different scenarios. There is also a document vault where you can securely share files with your advisor.
If you need help with logging into your client portal, please contact your advisor.
Altruist
Altruist is one of the primary custodians who we work with (the “keeper” of client investments).
Altruist is the custodian where most of our clients have their investment accounts. At this site, you can:
- View your current account(s), investments and performance
- Link an outside accounts (such as a bank account) via ACH
- Make electronic deposits into your account
- Download account statements
- Download tax forms
College Aid Pro
College Aid Pro is the software we use to support college planning with our clients. Within this system, you can:
- Get an estimate of your family’s Expected Family Contribution (with the FAFSA)
- Create a College Pre-Approval $ amount so that you have a budget before you go shopping
- Research different universities and their costs
- Create plans for how to pay for college
If you need assistance logging in, or with your username or password, let your advisor know and we can help you.
NetXInvestor.com
NetX Investor is the client-facing portal for any accounts held at the custodian Pershing. This entity used to be called “Shareholders Service Group,” though that entity has transitioned into the service team at Altruist.
If you need access to your account held at Pershing (through the NetXInvestor portal), please contact us. There are some picky details to setting it up. At this site, you can:
- View your current account(s) and investments
- Make electronic deposits into your account through “check captures”
- Download account statements
- Download tax forms
Additionally, if your tax preparation work allows you to import tax information directly from the custodian, you will use the username and password from this site. If you need assistance logging in, or with your username or password, let your advisor know and we can help you.
Disclaimer about third-party websites
The information linked to on third-party sites is being provided strictly as a courtesy and convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. When you access these websites, you are leaving our website and assume any and all responsibility and risk for use of the web sites you are visiting.