📝 Client Resources

The entries below are designed to provide our clients with easily accessible links to all their accounts used in Oakmont’s financial planning and advising process.

Having trouble accessing any of your accounts?

Please reference the help tool in the bottom right corner of your screen when on our website for help articles. If these articles do not solve your problem, please send us an email to the address below:

help@oakmontadvisory.com

Altruist

Please use the link below to login to your Altruist account:

Altruist Login Page

Charles Swab

Please use the link below to login to your Charles Swab account:

Charles Swab Login Page

Fidelity

Please use the link below to login to your Fidelity account:

Fidelity Login Page

Hightail

Please use the link below to access Oakmont’s Hightail page where clients can securely send personal documents to their advisors:

Hightail Access Page

Kajabi

Please use the link below to login your Kajabi account, where clients can learn more about Oakmont’s philosophy and strategy:

Kajabi Login Page

Oakmont Dashboard

Please use the link below to login to your Oakmont Dashboard, where clients can access a consolidated view of all their investment accounts:

Oakmont Dashboard Login Page

Retirement Plan Consultants, LLC

Please use the link below to login to your Retirement Plan Consultants account, where clients can access their 401(k)/403(b)s:

Retirement Plan Consultants Login Page

RightCaptial

Please use the link below to login to your RightCaptial account:

RightCaptial Login Page

TD Ameritrade

Please use the link below to login to your TD Ameritrade account:

TD Ameritrade Login Page

WealthGuard

Please use the link below to login to your WealthGuard account:

WealthGuard Login Page