KLD Wealth client hub
KLD Wealth Client Login
What would you like to do today? Find the right place for your financial plan, investment accounts, documents, and next meeting.
Access your accounts
Choose the portal that matches what you need.
RightCapital
Review your plan and goals, update details, and share planning documents with our team in the Shared Vault.
- Your plan and goals
- Shared documents
Altruist
View your investment accounts, portfolio activity, statements, and available tax documents.
- Accounts and activity
- Statements and tax forms
Take the next step
Share a document or find time to talk.
Send us a document
Sign in to RightCapital, select the folder icon, open the Shared folder, and choose Add File. The Private folder is only visible to you.
Sign in to share a file (opens in a new tab)Schedule a client strategy session
Have a change to discuss or want time to review your plan? Pick a time that works for you.
Choose a meeting time (opens in a new tab)Keep your plan current
Our reviews give planning a rhythm. You can reach out whenever a decision or change comes up.
When should you contact us?
Let us know before a major decision when there is still time to consider your options.
- New job, benefits, or stock awards
- Home or rental property decision
- Retirement date or income change
- Large purchase or cash need
- Family or health change
- Tax, insurance, or estate question
What do we review through the year?
Here is the usual focus of our ongoing planning reviews.
- WinterTaxes, income, and retirement contributions
- SpringCash flow, benefits, and goals
- SummerInsurance, protection, and risk
- FallYear-end tax and planning decisions
Your review agenda depends on your situation and the services you receive.
Need a hand?
Which login should I use?
Use RightCapital for your financial plan and documents you want to share with KLD Wealth. Use Altruist for your investment accounts, statements, and available tax forms.
What if I cannot sign in?
Try the password reset option on the portal's sign-in page. If you never received an invitation or still cannot access your account, contact our team.
Where can I learn how to use the portals?
See RightCapital's Vault guide (opens in a new tab) for document sharing, or Altruist's client guide (opens in a new tab) for accounts, activity, and documents.
For your privacy, please share tax returns and other sensitive files through RightCapital's Shared Vault. Do not email passwords, account numbers, or Social Security numbers.