Links and Logins

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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 - Set up your personal plan for success!

Right Capital

Click here to set up your own personal plan for success.

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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.

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SmartVault Link

Here’s where you can upload all of your tax information for our Enhanced Wealth Services group.

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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.

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Our Location

Tannery & Company

2701 Custer Parkway
Suite 819
Richardson, TX 75080

Phone: (214) 239-4700
Fax: (214) 239-2929

 

Our Hours

Monday-Thursday / 8a-5p
Friday / 8a-4p

Driving Directions

Map to Tannery & Company, 2701 Custer Pkwy #819, Richardson, TX 75080

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