Client Center

Connect to a Virtual Meeting

Access Your Planning Portal and Vault

Full version available to Subscription Planning Clients . 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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Right Capital Login

Access Your Investment Accounts

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

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

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

In Person at our Office

Click Here for directions to our office.

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