To send us documents, use the Upload Files link on our website under Resources, or in any email from our team. Please use this link, not regular email, whenever you send us anything confidential, such as statements, tax returns, or account information. 

For your protection, we will never ask for your passwords, and we will never ask you to send Social Security numbers or account numbers by regular email or text. If you receive a message like this that appears to come from us, please call our office before responding. 

Advyzon gives you a household-level view of your investments. You can see your asset allocation, holdings, account activity, and performance over different time periods, and you can run your own custom reports. Your quarterly statements from Milestone are also available there. Account information from Fidelity is typically updated in Advyzon by the next business day. 

Advyzon is also your personal, password-protected document vault. We’ll post documents there for you, and you can post documents to share with us. 

Our operations team will email you instructions for setting up your account. Once you’re set up, you can log in here or through the Resources page on our website. 

Please compare the reports and statements you receive from Milestone with the statements you receive from Fidelity or my529, which are the official record of your accounts. Past performance does not guarantee future results. 

Fidelity is the independent custodian that holds the accounts we manage for you (529 accounts are the exception; see below). When your assets move to Fidelity during onboarding, we’ll email you instructions for accessing your accounts. If you already have a Fidelity login, you can use it to view all of your Fidelity accounts in one place. If you don’t, go to Fidelity.com and choose the option to sign up, then follow the steps to create your login. 

If you have a 529 account with us, it’s held at my529, Utah’s educational savings plan. To set up online access: 

1. Go to my529.org and click Account Login. 

1. Click Don’t have a login?, then Set Up Online Access. 

1. Enter the requested information to verify your identity, then click Continue. 

1. Create a username and password, and enter your email address. my529 will send you an email to confirm it. Click the link in that email to finish registering. 

The first time you log in, my529 will ask you to set up two-factor authentication for added security. You’ll enter a phone number and choose how to receive your verification code: by text, by phone call, or through an authenticator app.

RightCapital is the financial planning software we use to build your plan. It connects your investment accounts, and any other accounts you choose to link, to your financial goals so you can see your full picture in one place. Once we’ve reviewed your financial situation, your advisor will send you an invitation to set up your account. 

In RightCapital, you can explore “what-if” scenarios, such as retiring at a different age or changing how much you save, and see how each one could affect your plan. RightCapital also includes a budgeting and cash flow tool. If you’d like to use it, ask your advisor and we’ll help you get started. 

To log in, go directly to RightCapital, or find the link on the Resources page of our website. 

Projections in RightCapital are hypothetical, are based on assumptions that may not occur, and are not a guarantee of future results. Results may change as your information or market conditions change. Account information shown in RightCapital is provided by third parties for informational purposes only; please refer to statements from your custodian or other financial institutions as your official record.

We hope these tools make it a little easier to stay connected with us and with your plan. If you have trouble with any of them, we’re happy to help. Please also let us know whenever your contact information changes, such as your mailing address, phone number, or email address, so we can keep your records up to date. You can reach our operations team at operations@milestonefinancialplanning.com.