Two portals, two jobs.

Altruist: your accounts

Altruist is one of the custodians we use, alongside Charles Schwab. For accounts custodied at Altruist, the portal at app.altruist.com/login shows balances, positions, and performance for every account we manage. Monthly statements and tax documents post there as paperless documents, so nothing sensitive travels by email.

First login: we send an invitation to the email address on file. Follow the link, set a password, and enable multi-factor authentication when prompted. Do not skip that step. Bookmark the login page directly rather than reaching it through search results.

Sources: Altruist client login

RightCapital: your plan

RightCapital is the planning portal at app.rightcapital.com/account/login. It holds the plan itself: your net worth statement, retirement projections, tax and withdrawal illustrations, and the task list we work from between meetings. It also includes a secure document vault. Use the vault, not email, for anything carrying an account number or a Social Security number.

First login: you receive an invitation from RightCapital tied to your email on file. Set your password, turn on multi-factor authentication, and link outside accounts if you want the full net worth picture. Linking is read-only and optional.

Sources: RightCapital client login

Security practices

We will never email or text you asking for a password, a login code, or account credentials. Neither will Altruist or RightCapital. If a message asks for any of those, it is not from us. Do not click it. Call us at (301) 531-4413 and we will verify together.

Turn on multi-factor authentication in both portals. Use a password manager. If an email about your accounts feels even slightly off, call before you act. We would rather take fifty cautious calls than clean up one compromised account.

Locked out or stuck

If you cannot get into either portal, email info@compoundadvisory.co or call (301) 531-4413. Password resets for Altruist and RightCapital run through their own systems, but we can confirm the invitation email on file and stay on the phone while you work through it. We respond within one business day, usually much faster.