For clients
Welcome Back
Every account, one calm place to log in. Each button below goes straight to the provider’s own encrypted login; Attend never sees or stores your passwords.
Your financial plan
RightCapital
Your full financial plan: goals, projections, net worth, and every account in one live picture.
- Live net worth across every linked account
- Goals, projections, and what-if scenarios
- Documents shared securely with your advisor
Your investments
Charles Schwab
Your brokerage and managed investment accounts, held in your name at Schwab.
- Balances, positions, and statements
- Money movement and tax documents
- Accounts held in your name at a qualified custodian
Your Insurance
Policies are serviced by the carrier that issued them. Not sure which is yours? Ask us, it takes two minutes.
Your security, by design. These buttons only take you to each provider’s official login page. Attend never sees, stores, or handles your passwords, and no one from Attend will ever call or email asking for them.
Can’t Find Your Login?
Not sure which carrier holds your policy, or locked out of an account? Two minutes with us sorts it out.