Client Portals

jwa FINANCIAL PLANNING PORTAL @ RIGHTCAPITAL

RightCapital PLANNING FAQ & Answers


Is the RightCapital software secure for me to use?

Yes, JWA has handpicked this platform for its clean design and client-centric features. RightCapital uses endpoint-to-endpoint encryption for all data transmission with data monitoring and a full cybersecurity plan in place. For more information on how your data is protected, visit their website


How do I locate my username or password?

Your username is the email address you have provided to JWA.

If you are unsure of which email address we have, please call our office for further instruction.

If you know your username and forgot your password, you can reset your password by following the instructions below:

  1. Click the RightCapital Client Portal button on this page.
  2. Enter your email address and click 'Forgot Password'.
  3. Follow the prompts to reset your password.


How do I change my email address?

The easiest way to update your email address is to verbally notify us by dialing (571) 260-4400. Your current settings will remain intact and a new portal invitation will be resent to the updated email address.

Additional RightCapital Resources



🔒 Fidelity Investments


Screenshots are for illustrative purposes only. By leaving this site, you understand you are being routed to a third-party site. Fidelity Investments is an independent company unaffiliated with your investment advisor. There is no form of partnership or legal affiliation between Fidelity Investments and Joyce Wealth Advisory, a Member of Advisory Services Network, LLC, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services, LLC or Fidelity Brokerage Services, LLC, Members NYSE, SIPC.1027509.3.01.0

Fidelity FAQ & Answers


Do you only work with accounts held through Fidelity?

Our preferred custodians are National Financial Services LLC or Fidelity Brokerage Services LLC, but your investment options expand further. Please connect with JWA to discuss specific product or service options. 


How do I reset my password?

  1. Click on the Fidelity Investments button on this page.
  2. Once on the Fidelity site, click on the option titled 'Forgot username or password?'
  1. Follow the prompts to reset your password.


Alternatively, you can go to the Fidelity User Identity reset page and follow the identification verification prompts.


How do I change my email address?

Log in to your Fidelity portal, go to Profile, and click the 'Edit' button next to your email address. Follow prompts and save your new email address.

Additional Fidelity Resources

Please login to your client portal to view additional guides, resources, and tools.

Have a different question? Let us know.

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