Client Account Access
Keystone Financial Advisors are committed to providing a comprehensive approach to financial planning. They understand that investments play a crucial role in achieving financial goals, and therefore utilize investment solutions available on multiple platforms and custodians. Your Main Account Access consolidates data from all of these platforms, to provide you a complete view of your assets. Main Accounts focus on data quality and transparency ensures that you receive accurate and reliable information.
If your account begins with the prefix 5HQ or PWW, please click "NetXInvestor" below to access your accounts that are held on the Pershing Platform. This site allows you to view accounts statements, trade confirmation, and tax statements. You will also have instant access to balances, portfolio holdings, account activity, tax information and more. These accounts are also represented on the Main Account platform.
If your account is held at Schwab, please click “SchwabAlliance" below to access your accounts. This site provides you access to accounts statements, trade confirmation, and tax statements. You will also have instant access to balances, portfolio holdings, account activity, tax information and more. These accounts are also represented on the Main Account platform.
Ready to schedule an appointment with your Advisor?
Calendly is an innovative scheduling tool that allows you to schedule appointments with us based on your availability. This convenient software eliminates the back-and-forth of trying to schedule appointments via email or phone. Instead, you can simply visit our Calendly page and choose a time that works best for you.
If you do not see any appointment times that are convenient for you, please do not hesitate to contact our home office at 866-678-3770. We will do our best to accommodate your scheduling needs.
Your Family Love Letter
Your Family Love Letter is a valuable resource that can help your loved ones navigate important information in the event of your passing.
This is a written record that contains essential details such as the names of avoiders, passwords to accounts, and other vital data. It can also include personal messages, instructions, and wishes that you want to communicate to your family and friends.
This letter can provide comfort and support to your loved ones during a difficult time, and also help to ensure that your final wishes are carried out as you intended.
We understand that this task may be overwhelming, but we are here to support you in any way that we can. Click on the link below to access our fillable Family Love Letter. We are committed to helping you protect your legacy and providing peace of mind for your loved ones.
Market Update Virtual Calls
Throughout the year, we host Market Relevant Virtual calls that feature expert speakers from a variety of backgrounds. These speakers include money managers, economists, and other financial experts who provide timely and relevant information to help you make informed decisions about your assets.
We understand that the financial landscape can be complex and ever-changing, which is why we are committed to providing you with the tools and resources you need to navigate these challenges. Our Market Relevant calls are just one way we demonstrate our commitment to your financial well-being.
Right Capital
Right Capital is our robust financial planning software program. The Vault is a secure and accessible location to share relevant information and documents with your Advisor.