Client Portals

Secure account access for existing High Touch Financial Planning clients.

Access Your Accounts

Existing clients can securely access their accounts and planning tools through the portals below. Need to schedule a review or planning discussion? Book a meeting here.

View your investment accounts, balances, and statements at our custodian.

Open Altruist Login

Access your financial plan, documents, and shared files.

Open RightCapital Login

For your security, never share your password, even with High Touch employees.

Need help logging in? Call Cliff at (973) 319-7431.

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If working together has been valuable, a short review helps other people decide whether this kind of planning is right for them. It takes about two minutes.

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