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.
Charles Schwab logo, a company Shone's advisory service works with.


Login to your custodial account

  • 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

Right Capital

Login to your financial planning software

  • 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