Client Resources and Account Access

View Your Financial Progress Through Our Partner Platforms

Access details about your Emissary Wealth accounts, investment performance and more by logging into our available portals.  

Right Capital

The best part about making progress is watching it all happen in real time. Use our planning portal, powered by Right Capital,  any time and from anywhere to check in on your progress, review your budget, or view a detailed balance sheet of your total assets and liabilities. 

Investment Portal

Check your investment performance anytime! Within this portal, you can also access online quarterly reports, review fees, and see how your performance stacks up against established benchmarks. 

Schwab Alliance

Quickly and easily view account balances, positions, transaction history, and more for your Charles Schwab accounts. You can complete simple account updates and access all the information you need on your retirement account contributions and required minimum distributions. 

Investment Portal

If you have any questions or concerns about client portal access, don’t hesitate to reach out to the Emissary Wealth team at service@emissarywealth.com!

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