Member Access
Your planning portal. Use RightCapital to view your financial plan, upload requested files to your secure vault, and access planning documents and Family Legacy-prepared tax documents.
Your performance reporting portal. Use Black Diamond to review portfolio performance, account values, holdings, and investment reporting. Data is updated nightly.
Your account access portal. Use Schwab to view your investment accounts directly, including real-time balances, transactions, statements, investment-related tax documents, and account service features. Use Schwab when you need to make account changes, such as updating a beneficiary or address.
