Welcome back
Your Client Hub
Everything in one place. Log in to your portals and stay connected with your financial plan. Each platform below serves a distinct role in your financial life.
For current Investably clients · All portal links open in a new tab
Your portals
Access your accounts
Use the links below to log in directly. If you haven't set up a portal yet, the new-client resources further down will get you oriented.
Investment Accounts
View your investment portfolio, account statements, performance history, and transaction activity. Altruist is your primary custodial platform.
Log in to AltruistFinancial Planning
Access your comprehensive financial plan — retirement projections, cash-flow modeling, tax-planning scenarios, and your personalized roadmap to your goals.
Log in to RightCapitalEstate Planning
Review and manage your estate-planning documents, beneficiary designations, trust structures, and legacy instructions — so your intentions stay clearly on record.
Log in to Wealth.comBilling & Payments
View invoices, manage payment methods, and review your billing history for advisory services. AdvicePay handles all fee transactions securely.
Log in to AdvicePayGetting started
New-client resources
Guides and walkthroughs to get oriented in your portals — at your own pace.
Need assistance?
We're a message away.
Having trouble reaching a portal, or have a question about your accounts? Reach Michelle directly at michelle@investably.com.
This page is intended for current Investably clients. All external portal links open in a new tab and are operated by their respective providers. New to Investably?