Online Account Access

Take me to Cal Cap's Client Portal

The client portal is where you can view all accounts our firm manages on your behalf in one place, with one grand total.


Take me to Schwab Alliance

Schwab Alliance is where you can view your Schwab account information, statements and tax documents. All information will be as of November 2014 or later.


Take me to My GPS

GPS (Goal Planning System) is a radar for your money. You can see where each dollar of yours is located and what each account (investment, checking, savings, etc.) you own is worth.



BETA: New Client Portal - For Test Users

The client portal is where you can view all accounts our firm manages on your behalf in one place, with one grand total.