Sign in to your Koala accounts.
Use the links below for tax documents and financial planning. Portal links open in a new window. For help with access, call the office at 619-475-5542.
TaxDome
Upload tax documents securely, sign engagement letters and e-file authorizations, and message the tax team.
Sign in to TaxDomeRightCapital
Your financial plan, linked accounts, and planning scenarios, updated as your advisor works with you.
Sign in to RightCapitalSchwab Alliance
Statements, balances, transactions, and paperless preferences for accounts custodied at Charles Schwab & Co., Inc.
Schwab AllianceLogin link coming soonThe Schwab name and Schwab Alliance are trademarks of Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. is a registered broker-dealer and is not affiliated with Koala Financial, Inc. Client accounts are generally custodied through Charles Schwab; Koala Financial, Inc. provides investment advisory services under a separate advisory agreement.
Need help signing in?
Password resets for TaxDome and RightCapital run through each portal's own sign-in page. For anything else, the Koala team can walk you through it.
Phone
619-475-5542
Monday to Friday, 9:00 AM to 5:00 PM PT
info@koala.financial
Please do not send account numbers or Social Security numbers by email.
New to Koala?
Portals are set up during onboarding. Request a consultation to get started.