# 24/7 Access To Your Accounts *URL:* https://christianfinancialadvisors.com/247-access-to-your-accounts/ *Updated:* 2026-10-13T05:12:04+00:00 # 24/7 Access To Your Accounts Your client portal keeps your financial plan, your accounts, and your important documents in one secure place, on your computer or your phone, whenever you need them. [Log In to Your Client Portal →](https://app.rightcapital.com/account/login?cobrand=FaGvwLANbfAp3qK0IJsydg&type=client)[Need Help Logging In?](/contact/) Forgot your password? [Reset it here](https://app.rightcapital.com/account/password/forgot?cobrand=FaGvwLANbfAp3qK0IJsydg&type=client). ###### Your client portal ## Everything about your finances, in one place Christian Financial Advisors uses RightCapital for financial planning and for your client portal. Once you are set up, you can check in on your finances any time, and you and your advisor are always looking at the same plan. 🔗 ### All your accounts, one view Link your bank, credit card, loan, and investment accounts to see your balances and net worth together, without retyping numbers. 📋 ### Your financial plan Review your plan, your goals, and the plan summaries your advisor shares with you, any time between meetings. 💵 ### Budget and spending Track your monthly budget and see where your money goes. You can review and edit your own transactions. 🗄️ ### A secure Vault Upload important documents to your Vault so they are safe, organized, and easy to find when you need them. 📱 ### Portal and mobile app Sign in from any web browser or use the RightCapital mobile app, so your plan goes where you go. 🤝 ### Work with your advisor Receive updates and requests from your advisor, complete tasks, and upload documents, all inside the portal. ###### Security ## Your information is protected Your privacy matters to us. These are the protections built into the RightCapital platform that holds your information. ### Encrypted in transit Everything sent between your device and RightCapital's servers travels over an encrypted HTTPS connection. ### Encrypted in storage Your personal details and uploaded documents are encrypted with AES-256 when they are stored. ### Two-step verification Add a second layer of protection by confirming each sign-in with a code from your mobile phone. ### Audited data centers Your data is hosted in U.S. enterprise data centers run by Amazon Web Services, which are independently audited and hold certifications such as SOC 2 and ISO 27001. **Help us keep you safe.** Use a strong, unique password, turn on two-step verification, and never share your login. We will never ask for your password by email or phone. ###### The Vault ## What to keep in your Vault An organized Vault makes planning easier, and it gives your family one place to look if they ever need to. ### Personal and family - Driver's licenses, passports, and birth certificates - Social Security cards - Marriage license and adoption papers - Medical records - Photos, audio files, and video clips ### Legal and insurance - Wills, deeds, and trusts - Powers of attorney and health directives - Prenuptial and buy/sell agreements - Life, disability, long-term care, and medical policies - Auto and property insurance ### Financial and tax - Bank and investment statements - Pension, IRA, and annuity statements - Mortgage, loan, and credit card information - Tax returns and W-2 forms - Employee benefits and titles for your home, vehicles, and boats ## Common questions How do I log in for the first time? Your advisor will send you an email invitation to create your login. If you have not received it, or cannot find it, call our office at (830) 609-6986 and we will help you. I forgot my password. What should I do? Go to the [password reset page](https://app.rightcapital.com/account/password/forgot?cobrand=FaGvwLANbfAp3qK0IJsydg&type=client) and follow these steps: 1. Enter the email address you use for your portal, then select **Send Reset Email**. 2. Open the email from RightCapital and select **Reset your password**. 3. On the page that opens, enter your email address and your new password. The link in the email can be used once and expires after 30 minutes. If it expires, start the steps again. If you still cannot get in, call our office at (830) 609-6986 and we will help you. Can I use the portal on my phone? Yes. You can sign in from any web browser, or use the RightCapital mobile app. How do I send documents to my advisor? You can upload documents to your Vault in the portal. You can also use our [Secure File Share](/share/). ## Need a hand getting started? Our team is happy to walk you through your portal, by phone or at your next meeting. [Log In to Your Client Portal →](https://app.rightcapital.com/account/login?cobrand=FaGvwLANbfAp3qK0IJsydg&type=client)[Call (830) 609-6986](tel:8306096986) RightCapital is an independent financial planning software provider and is not affiliated with Christian Financial Advisors. Features and security practices described here are provided by RightCapital and may change. --- Human page: https://christianfinancialadvisors.com/247-access-to-your-accounts/?vwao_human=1