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Client Account Access

Get to all of your accounts from one place! Below you will find information on accessing your Modern Wealth Management Client Portal, the GuideCenter, and TD Ameritrade accounts.

If you're looking to log in to your RightCapital account (our Financial Planning Tool), you can find the login page using the button below.

RightCapital Login

Select a tab below to access the account of your choice.

Current GuideCenter Clients

Since financial guidance doesn’t end once your plan is created, the GuideCenter allows you to access information whenever you want, so you can track your goals against market fluctuations, life changes or spending decisions.

Log in Here

Registering?

Contact us at 913-393-1000 to get your account set up.

GuideCenter Tutorial

If you have any issues navigating your GuideCenter or just want to learn a little more about the GuideCenter click below to find our video series GuideCenter Tutorial.

Watch the Tutorial

Current Clients

Click below to view a consolidated list of your accounts online!

Log in Here

Registering?

Click the button below and follow these prompts.

  1. Click on “Create Login” 
  2. Enter your email address as Username
  3. Enter your Social Security Number and Date of Birth for verification purposes
 
    • *NOTE: client portal logins are at the “household” level and the default verification could be linked to either spouse’s information.  If you need assistance, please call our office.
  4. Create a Security Question and Security Answer (example: What was the name of your best friend in high school?)
  5. Click the box next to “I’m not a robot”
  6. Click “Create Login”

Create Login

Current Clients

Click below to view a consolidated list of your TD Ameritrade accounts online! If you have any issues logging in contact the TD Ameritrade tech team at 1-800-431-3500. When the answering service gives you options, press 2.

Log in Here

Registering?

Click on the link below, and fill out the requested information. Please note that TD Ameritrade will approve all registrations. If you have any issues with registration, contact the TD Ameritrade tech team at 1-800-431-3500. When the answering service gives you options, press 2.

Create an Account

 

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Lenexa, KS

13550 W. 95th Street
Lenexa, KS 66215
(913) 393-1000

Lee’s Summit, MO

211A NW Executive Way
Lee’s Summit, MO 64063
(816) 554-3736

Kansas City, MO (North KC)

1201 NW Briarcliff Pkwy
Kansas City, MO 64116
(913) 393-1000

Troy, MI

990 E South Blvd, Suite 100
Troy, MI 48085
(248) 828-8000

Bingham Farms, MI

30200 Telegraph, Suite 210
Bingham Farms, MI 48025
(248) 828-8000

Monterey, CA

262 El Dorado St, Suite 300
Monterey, CA 93940

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