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Client Access Point

Welcome to the Vitucci Integrated Planning Client Access Point. This is your hub for accessing your financial plan & account values, scheduling or preparing for your next appointment, re-visiting your risk tolerance, or accessing your account statements.

These tools are not meant to replace our regular client service process.  
Please feel encouraged to call the office directly should you prefer. 

Client Portal

Access Your Client Planning Portal

Access Your Client Planning Portal

View your entire financial one place

Your iPlan provides access to: Current Account Values; Financial Planning Reports; Document Vault; Quarterly Performance Reports for Advisory Accounts; and more.

This is the easiest way to access updated values of ALL of your accounts with us.

Appointment Request

Our usual process has your next review automatically scheduled at an 8 month interval. Should you need to bring your next meeting forward or have an interim planning need, feel free to use the self-scheduler below.

Alternatively, you can call or email the office:

(925) 370-3750 ext.0 

To Begin Scheduling Online, Please Choose the Meeting Type on the Right:

Preparing for Your Next Meeting

Preparing for Your Next Meeting

We typically ask clients to prepare with a review of their own cash-flow & good idea of their cash savings and any non-managed investment accounts. Please use the link below to access a Planning Update Worksheet.

The fillable PDF can be used for reference during our review or emailed back to us prior to the meeting. This is meant to be a brief exercise for clients, taking no more than 10-15 minutes.

PDF Worksheet
Re-Visit Your Risk Tolerance

Re-Visit Your Risk Tolerance

Your tolerance for the volatility of your investment portfolio is an important part of any goals-based financial plan. If you are uncomfortable with the ups and downs of the value of your investments, you are less likely to meet your long-term goals.

Please feel encouraged to use the risk tolerance assessment to re-visit your "risk number."  We will review the results with you at our next review.



eQuipt Portal for
Pershing Account Statements 

Access your monthly Pershing account 
statements for Advisory & Brokerage Accounts.
You can use this system to enroll in eDelivery
Guide to Enrollment


Access Your Legacy Pershing Statements

Access Cetera Pershing account statements via the NetXInvestor WEBSITE.
Financial organization number is 3KZ.

Have a Question?

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