As an Empowered client, you will have access to several state-of-the-art systems to help you stay organized and connected with your entire financial plan. Through this access point, you can login to your Schwab Client Portal, Right Capital account, access our Client Learning Center website as well upload files to use securely.
The Client Learning Center is a great resource and guide to help with any questions you may have regarding setup or access to your accounts. We provide this resource as a great go-to option however, we are always available to help. This is maintained by our Registered Investment Advisor, Trek Financial, LLC. If you need direct support regarding the systems we use, please reach out to our team here at Empowered.