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
Shareholders Service Group portal (NetXInvestor.com)
The financial organization # for SSG is 47Y. At this point, you still have to manually enter this code. However, if you click the “Remember this computer,” then your computer should remember the code.
Shareholders Service Group (SSG) is the custodian where many of our clients have their investment accounts. The direct login to SSG is through a system called NetXInvestor. 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.
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.