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Client Center

Our virtual office.

This is a page just for our clients, giving you easy access to your private portal, your SEI portfolio, and your SEI cash access account.

Client Portal

Log in to your private portal to securely communicate with us, store and access important documents in your vault, view a current snapshot of your accounts, spending and budgets.

 

Account Access

Log in to your SEI Portfolio.

 

Log in to your SEI Cash Access Account.

 

Our mobile banking app is available for both iPhone and Android.

Capstone Wealth Advisors
5875 Castle Creek Parkway, Suite 290
Indianapolis, IN 46250

t) 866.794.8066
p) 317.577.8233
f) 317.577.8234

connect@capstonewa.com

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