Skip to main content

Clients

Client login

Two different portals, depending on what you need. Your plan lives in one, your accounts live in the other.

Your financial plan

For your plan, goals, and shared documents.

RightCapital

Your plan, goals, net worth, and the documents you've shared with us. This is the portal we build your plan in.

Sign in to RightCapital, opens in a new tab

Your investment accounts

Choose the custodian that appears on your account statements. If you're not sure which one holds your accounts, call us at 504.355.0890 and we'll point you to the right one.

A note on security. These links take you to your provider's own site, where you enter your credentials directly with them. Bienvenue Wealth will never call or email to ask for your portal password, and we will never ask you to send account credentials by email or text.