Client Center

Connect to a Virtual Meeting


Access Your Planning Portal and Vault

Our History

Full version available to Subscription Planning Clients for Comprehensive Financial Planning and Real Estate Financial Planning. Abbreviated version available to Investment Management Clients



Guides designed to help you get the most from RightCapital.

Using Your Portal

Linking Accounts

Error Message Troubleshooting Guide

Mobile App for iOS and Android

Client Account Security



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RightCapital Login
Our Process

The Moneylink planning platform will be retired on October 31, 2022.


For questions or if you did not receive a link to establish new credentials on the RightCapital system, please contact your advisor. 

MoneyLink Login

Access Your Investment Accounts

Our History

Available to Professional Investment Management Clients with Pershing, LLC accounts.



24 hour online access to account statements, tax documents, and the most up to date holding values. 



New to NetXInvestor? Check out our quickstart guide.

NetxInvestor QuickStart Guide


Netx360 Login
Our Values

Available to Professional Investment Management Clients with Mainstar Trust accounts.


24 hour online access to account statements, tax documents, and the most up to date holding values.

Mainstar Trust Login
Our Resources

Available to Professional Investment Management Clients with Jackson National accounts.


24 hour online access to account statements, tax documents, and the most up to date holding values.

Jackson National Login

Secure Document Transfer Options

The security of your identity and financial information is of paramount importance to our firm. Because of this we ask you to submit  and accept all documents containing sensitive information via one of the following options.

Secure Email

Please contact us via phone or email to request a secured email be sent to your address which will allow you to respond via a secured web portal.

Vault 

The Vault is a part of of our RightCapital Planning Portal. Please upload documents to the "shared folder." To establish RightCapital credentials and obtain access to the Vault, please contact us via phone or email. 

Encrypted Password Protected PDF

A pass phrase is required to participate in this method of document transfer. To establish your pass phrase, please contact us via phone.

Fax

Our fax number is:

651-457-5179

Direct Mail

Our mailing address is: 

Heritage Financial Group, LLC

4647 White Bear Parkway

White Bear Lake, MN 55110

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