Client Tools

At Madison Park Capital Advisors, we love combining highly personalized advice and service with technology that puts your financial picture at your fingertips. We are proud to provide a number of very robust tools to help us collectively monitor and manage your accounts and overall financial picture. Whether you are tech savvy or tech averse, our user-friendly tools provide transparency, control, and insight at every level.

Below are some details on each of the tools we utilize.  We hope you will take the time to explore these resources.  To learn more, please download the applicable MPCA Account Resource Guide (links below) or contact us today to set-up a time for us to walk you through these tools, either in-person or remotely via Zoom.

Fidelity serves as one of the two primary custodians for the funds you invest through MPCA.  If your account is housed on the Fidelity platform, this site is where you can easily view your accounts, access statements & tax documents, and more.  |  Learn more / Access Fidelity

Schwab is the second of the two primary custodians that we utilize here at MPCA. If your account is housed on the Schwab platform, this site is where you can easily view your accounts, access statements & tax documents, and more.  |  Learn more / Enrollment Guide / Access Schwab. 

This is a world-leading financial planning tool that will allow us to gain a complete understanding of your current financial picture, make projections into the future, and stress test for various scenarios. In addition, it is a great asset aggregating tool that allows you to view all of your accounts, including those held outside of MPCA, in one convenient spot.  |  Access eMoney

This tool is utilized to report on the performance of your investment portfolio. You can log in at any time, and we will also use this tool in generating reports for our quarterly performance reviews.  |  Access Black Diamond

We utilize this tool to enhance our discussions around risk tolerance.  By completing the Riskalyze questionnaire, you help us identify your tolerance for risk.  We in turn utilize this information, together with your financial plan, to develop investment solutions customized to your personal goals and appetite for risk.  |  Learn more

When you establish your account with Madison Park Capital Advisors, we will help get you started with each of these tools, including assistance with establishing your log-in credentials.  You can then easily access the sites at any time via the “Client Login” tab found above.