Investment Account Performance
See all accounts in one place & view account performance over multiple periods.
Registration Required
Contact your MTFS financial advisor for an invite to get started.
Investment Client Portal
Access balances, statements and tax documents for all of your brokerage (Osaic/Pershing) accounts. (Does not currently include non-brokerage accounts).
- Download statements & tax documents
- Access e-delivery settings
- E-sign paperwork
- Download the eQuipt app from your app store
Registration Required
Click the "Sign Up" link under the login screen. Contact your MTFS financial advisor for assistance or download the guide below.
Financial Planning Client Portal
RightCapital financial planning client portal. Log in to review or update your financial plan.
Registration Required
*MTFS investment clients, talk to your advisor for more information
Tax Client Portal
Upload your tax documents to a secure portal.
Registration is Required
Email us now to request an invitation