Fidelity
If you are primarily interested in checking your portfolio balance or activity, this site is clean and simple to use.
Helpful Links:
Log In Help FAQ (Fidelity)
Online Security (Fidelity)
Mobile App (Fidelity)
Right Capital
To link external accounts and view your financial plan in detail, visit this site.
Video Guides:
Stay on Top of Your Financial Life
Completing Your Financial Profile
PDF Guides:
Getting Started - Using Your Portal
Linking Your Accounts
Tax Dome
All-in-one tax practice management software, TaxDome is an integrated platform to automate handling your tasks, clients and team, & manage tax prep (For Sigma Clients)