Client Login
Welcome to the Ridge & Republic Financial client access page.
Below are secure links to the platforms we use to manage accounts and planning.
Clicking any link below will take you to a third-party site not operated by Ridge & Republic Financial.
Altruist — Account Portal
For accounts held at Altruist, you can log in using the button below.
Here you can:
- View account balances, holdings, and performance
- Review transaction history and documents
- Access account statements and tax forms
- Manage linked bank information for deposits and withdrawals
Access is provided once your account has been opened and funded.
If you’re having trouble accessing your Altruist account, please contact us directly for assistance.
Schwab — Account Portal
For accounts held at Schwab, you can login with the button below. Here you can:
- Review account balances and positions
- Download monthly statements and tax forms
- Access Schwab’s secure message center
RightCapital — Financial Planning Portal
Access your personal financial plan and planning tools.
- See your current plan and projections
- Upload documents securely for review
- Track goals and updates in real time
Access is granted once we set up your plan; check your email for a RightCapital invite.
Ridge and Republic Financial is not responsible for the content, security, or privacy practices of third-party websites linked above.