Rigden Capital Strategies uses RightCapital as our financial planning software. You will be able to access your financial plan and upload documents into your client VAULT. Your advisor will send you a link to sign up to access your financial plan. You must use your own login information to access the site. Please keep your login information safe and secure. Please access and log into your financial plan through this link Log In - Financial Planning Software | RightCapital.(https://app.rightcapital.com/account/login?cobrand=NBU8FP9LZyTGDmtHaW8ZHw&type=client) If you are looking for a different link, please click here Login | Rigden Capital Strategies.(https://www.rigdencapital.com/login) Please contact your advisor to create your login or if you need help accessing your account.

Your investment accounts at the different custodians will be connected to your investment portal. Rigden Capital Strategies uses Advyzon or (client.myadvisorlink.com) as the software for your investment portal. Your advisor will send you a link to sign up to access your investment portal. You must use your own login information to access the site. Please keep your login information safe and secure. Please access and login into your investment portal through this link Rigden Capital Strategies.(https://client.myadvisorlink.com/auth/users/webportal/rcs) If you are looking for a different link, please click here Login | Rigden Capital Strategies.(https://www.rigdencapital.com/login) Please contact your advisor to create your login or if you need help accessing your account.

Your investment account at Charles Schwab will be connected to your investment portal. You can still login to your investment account directly at Charles Schwab. You must use your own login information to access the site. Please keep your login information safe and secure. Please access and login into your Charles Schwab investment account through this link Login | Charles Schwab.(https://client.schwab.com/Areas/Access/Login) Please access and login into your investment portal through this link Rigden Capital Strategies.(https://client.myadvisorlink.com/auth/users/webportal/rcs) If you are looking for a different link, please click here Login | Rigden Capital Strategies.(https://www.rigdencapital.com/login) Please contact your advisor if you need help accessing your account.

Your investment account at Betterment will be connected to your investment portal. You can still login to your investment account directly at Betterment. You must use your own login information to access the site. Please keep your login information safe and secure. Please access and log into your Betterment investment account through this link Login to Rigden Capital Strategies | Powered by Betterment.(https://clients.betterment.com/rigden-capital-strategies/app/login) Please access and log into your investment portal through this link Rigden Capital Strategies.(https://client.myadvisorlink.com/auth/users/webportal/rcs) If you are looking for a different link, please click here Login | Rigden Capital Strategies.(https://www.rigdencapital.com/login) Please contact your advisor if you need help accessing your account.

Your investment account at Zoe Financial will be connected to your investment portal. You can still login to your investment account directly at Zoe Financial. You must use your own login information to access the site. Please keep your login information safe and secure. Please access and login into your Zoe Financial investment account through this link https://app.zoefin.com/login.(https://app.zoefin.com/login) Please access and login into your investment portal through this link Rigden Capital Strategies.(https://client.myadvisorlink.com/auth/users/webportal/rcs) If you are looking for a different link, please click here Login | Rigden Capital Strategies.(https://www.rigdencapital.com/login) Please contact your advisor if you need help accessing your account.

Rigden Capital Strategies might use TrustandWill.com to help with estate planning. You will be able to access your estate plan with TrustandWill.com. Your advisor will send you a link to sign up to access your estate plan. You must use your own login information to access the site. Please keep your login information safe and secure. Please access and log into your estate plan through this link Trust & Will.(https://app.trustandwill.com/login) If you are looking for a different link, please click here Login | Rigden Capital Strategies.(https://www.rigdencapital.com/login) Please contact your advisor to create your login or if you need help accessing your account