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