custodial and client accounts

Tools for Clients

Stay connected and informed to continue to build confidence on your financial journey.
These tools give you access 24/7 to your financial picture.

Schwab

View Investment Performance
View Account Activity
Real Time Quotes
View Tax Documents
Ability to Change Address, Phone, Email
Deposits and Transfers Permission
Broad Research Capability
Daily Market Commentary

Right Capital

Secure Personal Financial Website
Project Your Balance Sheet & Net Worth
Connect and Organize Financial Accounts
Online and Mobile Dashboard
Automate Budgeting and Monitor Spending
Track and Evaluate Investments
Analyze Savings & Withdrawals
Secure Document Vault

CONTACT

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Advisory services offered through Sonmore Financial, LLC, a Registered Investment Advisor in the state of Arizona.

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