Applied Capital Client Portal

Login to see performance, allocation, balances, etc. for all of your accounts managed by Applied Capital. You can also view historical performance reports, custodian statements and tax documents. The mobile app called myAdvisorLink is available in the Apple and Android app stores.

Charles Schwab

 This portal, also called Schwab Alliance, is where clients can directly login to access monthly statements and tax documents for Schwab accounts managed by Applied Capital. Schwab Alliance can be used to complete Schwab paperwork electronically, set document delivery preferences, and update other client information.

*TD Ameritrade completed the 3-year process of merging into Charles Schwab on 9/5/2023

Fidelity

 This portal is where clients can directly login to access quarterly statements and tax documents for Fidelity accounts managed by Applied Capital. Clients may also set document delivery preferences and update other client information.