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Client access

YOUR ACCOUNTS.
YOUR PLAN.

The tools you use with Clarity, gathered in one place. Choose a portal below to sign in on the provider’s website.

Two places to begin 01Accounts↗ 02Financial planning↗

Your portals

PICK UP WHERE
WE LEFT OFF.

Choose the tool you need. You’ll sign in on the provider’s website.

01 / Accounts

Altruist.

Access your investment account portal.

Log in to Altruist ↗
02 / Financial planning

RightCapital.

Open your financial planning workspace.

Log in to RightCapital ↗

Partner tools

MORE WAYS TO
MOVE FORWARD.

Explore additional tools for coverage, estate planning, and taxes.

01
Life insurance

ModernLife

Explore life insurance quotes through Clarity’s ModernLife link.

Shop now ↗
02
Estate planning

Vanilla

Ask Clarity about the Estate Health Check and estate planning tools available through Vanilla.

Ask about access ↗
03
Tax consulting & filing

TaxFyle

Visit Clarity’s TaxFyle partner page to get started.

Get started ↗

Need a hand?

WE’RE HERE
TO HELP.

If you’re unsure which tool to use or need help getting access, reach out to Clarity.

Email Clarity ↗Text (716) 217-2021 ↗

Please don’t send passwords, account numbers, or other sensitive information by email or text.

Clarity Advisors

Right-Sized Planning® for households and business owners across Buffalo and Western New York.

Clarity Advisors, LLC 1 Seneca Street, Floor 29
Buffalo, NY 14203
(716) 217-2021 admin@claritywny.com

Explore

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Legal & disclosure

  • Form ADV Part 1
  • Form ADV Part 2
  • Privacy policy & disclosures
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  • Client login

Clarity Advisors, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. Nothing on this page is an offer to buy or sell a security, or personalized investment, tax or legal advice; it is general information only. Investing involves risk, including possible loss of principal, and past performance does not guarantee future results. Insurance and tax filing services are provided through third-party partners. Review our Form ADV before engaging.

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