Wealth Management Clients
Client portal for portfolio performance and quarterly reports:
Client portal for financial planning and account aggregation:
Custodian links for brokerage account access, statements, and annual tax documents:
Please click HERE to access your Freedom401k account.
Please click HERE to access your individual account.
All Other Plan Participants
If you do not have your CAPTRUST plan code, please call 800.967.9948 for assistance.
For information on how to protect your financial identity, CAPTRUST has developed a checklist of action items to ensure your financial accounts are safe and secure. Click link below:
CAPTRUST Financial Identity Protection Checklist