Online Client Access
LifeSighted Client Portals
Your planning portal is a the perfect place to get the big picture for your overall financial health. This is where you can aggregate financial accounts and we can update information as it changes to see the effects those changes have on your ability to achieve your goals.
Your tax portal is where you’ll share tax documents during tax season and be able to access the final copies of your income tax returns.
Investment Accounts at Altruist
While account values will also be pulled into your LifeSighted Planning Portal, there may be times where you would like to go directly to the source to see “under the hood” of your accounts.
Investment Accounts at Schwab
While account values will also be pulled into your LifeSighted Planning Portal, there may be times where you would like to go directly to the source to see “under the hood” of your accounts.
Payment Portal
Update your billing account or get invoices from past billing cycles.