Links and Logins
Blueleaf
Click here to see all of your accounts linked under one roof. Also be sure to update the documents tab with any important information for you and your advisor!
Right Capital
Click here to set up your own personal plan for success.
Go Paperless!
Want to stop receiving all of those Pershing account statements in the mail every month? Login to NetX360 and look for the green “Go Paperless” button in the top right hand corner.
SmartVault Link
Here’s where you can upload all of your tax information for our Enhanced Wealth Services group.
Riskalyze
Click here to pinpoint your Risk number so you can find out how well your portfolio fits you.
We know this is a lot of information and logging into these sites can sometimes be a little tricky. If you have any questions please don’t hesitate to give us a call at 214-239-4700.
Our Location
Tannery Company
740 E. Campbell Rd.
Suite 120
Richardson, TX 75081
Phone: (214) 239-4700
Fax: (214) 239-2929
Our Hours
Monday-Thursday / 8a-5p
Friday / 8a-4p
Driving Directions
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