Client Communication FAQ's

Communication is at the foundation of any great relationship.  We understand that clients have different needs, but we do want to hear from you.  As such, we provide a variety of ways to stay connected:

Website - Our website is the best resource for information about staying connected with Five Key Capital Management.  We try to offer insightful information and resources to our clients, and to provide a good place to start for those whose goal is to start building their financial future, but who don't yet have an advisor.

LPL Account View - At onboarding, you will be sent a link to register for LPL Account View.  Once you have created login credentials, you may access this account via a laptop or desktop.  You may also download the mobile app via your phone's app store.  You may use LPL Account View to access account statements, tax forms, and check your account balances.

Right Capital Financial Planning Software - If you are a financial planning client, at onboarding, you will be sent a link to register for Right Capital.  Once you have created login credentials, you may access this account via desktop, laptop, or alternatively, you may choose to download the mobile app from your phone's app store.  You may use Right Capital Financial Planning Software to update your profile information (income, expenses, assets, liabilities), monitor your your plan's progress, and securely upload confidential files to your digital vault.

MyRep Chat - If you prefer to text with your wealth advisor, you may opt to enroll in our compliant text messaging system, which is called MyRep Chat.  This is typically offered to clients at onboarding as an option.  If you choose to enroll, you will be sent a text from our "text only" line asking for your permission to enroll.  We understand in an increasingly digital world where client's are often on the go, text messaging is a great way to communicate quickly about small tasks or requests between scheduled, longer format strategic review meetings.

Meetings - After onboarding, your advisor will reach out proactively to schedule strategic review meetings to update plan information, discuss potential strategies, and create a task list to ensure tasks get completed.  If you are an existing client and wish to schedule in the interim, or if you are interesting in learning about becoming a new client, feel free to use the scheduling link under the ""Client Communications" tab on the home page.

E-mail - When onboarding, you will be provided with your wealth advisor's business e-mail, and you are always welcome to reach out with questions or concerns.  We always remind clients to encrypt any e-mail communications that might contain sensitive or personal information to avoid this information falling into the wrong hands.  We typically recommend as a best practice to keep e-mails limited to generic communication, and if it is necessary to share personally identifiable information (PII), to do so through the secure vault in Right Capital.

Phone - When onboarding, you will be provided with your wealth advisor's business phone line.  You may call this number if you have direct questions for your wealth advisor, but texting on this number is prohibited.  If you mistakenly text the advisor's business phone instead of the MyRep Chat compliant texting number, your advisor may not respond via text to that request, and will reach out directly by phone instead to respond.  

Adobe Sign - At onboarding, and at any point during your wealth management engagement, you may be required to sign documents electronically to complete certain transactions.  Examples include opening a new account, transferring cash or assets, or updating your account beneficiary or trusted contact.  When required, you will be sent documents electronically via Adobe Sign.  This creates a streamlined and easy-to-use way to conduct business, even if you do not reside near your advisor or are on-the-go.