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, our Financial Planning Tool (RightCapital), Charles Schwab, Liscio, and CPA Charge accounts.
Click below to view a consolidated list of your accounts online!
Click the button below and follow these prompts.
- Click on “Create Login”
- Enter your email address as Username
- 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.
- Create a Security Question and Security Answer (example: What was the name of your best friend in high school?)
- Click the box next to “I’m not a robot”
- Click “Create Login”
Current RightCapital Users
Log in to our financial planning tool, RightCapital, here.
Click below to start your plan.
Click below to view a consolidated list of your Charles Schwab accounts online!
For login/password issues please call Schwab at 800-515-2157. MWM is not able to assist clients with their logins due to privacy issues.
Click on the link below, and fill out the requested information.
Login to Your Liscio Account
Click below to view a consolidated list of your Liscio accounts online!
Pay Your Bill
Click on the link below to pay your bill.