Everything you need as a Delagify client, in one place.
Schwab Alliance
Your accounts at our custodian, Charles Schwab. Check balances, download statements and tax documents, and approve paperwork electronically.
RightCapital
Your financial planning portal. Review your plan, see our recommendations, track your action items, and link your outside accounts.
Orion
Your portfolio portal. See your holdings, performance, and account history in one view.
Secure document upload
Send us documents safely at any time. Files you add here go directly to our secure system — please use this instead of email for anything sensitive.