Client Access

For the Investor

At iCapital, we seek to build and preserve your wealth through client-specific analysis, research and implementation.  Our services are designed to secure your financial well-being for the future.  As your independent wealth manager, we are dedicated to delivering objective advice consistent with your needs and goals.

Login to view your personal account information.

For the Retirement Plan Participant

Your retirement is a work in progress.  iCapital provides the guidance, tools, and services to help you prepare for your unique vision of retirement and personalize your investing decisions.

Login to view personal account details, access retirement plan information and planning tools to help you invest with confidence for retirement.

For the Retirement Plan Sponsor

We are proud of our collaboration with plan sponsors to develop retirement plan solutions that meet the unique challenges and needs of organizations and employees.  Our commitment is to provide innovative solutions, fiduciary guidance and a positive participant experience to help deliver a competitive and meaningful employee benefit.

Login to access plan-specific information, reports and participant detail.