APPLY & ACCESS YOUR ACCOUNTS

INITIAL APPLICATION

This is where you start for the first time. We ask you few basic questions so we can send you the correct applications.

INVESTMENT RISK TOLERANCE QUIZ

Take this test to know your investment risk tolerance and investment style. This will help you allocate your investment assets.

INVESTMENT ACCOUNTS CLIENT LOGIN

After your account is all set up, you will have an account with Schwab where you can review your account anytime.
Charles Schwab Client Center also has a mobile app. Please find it on the app store.

SOFTWARE-BASED FINANCIAL PLANNING

Initially, we send you an invitation to right capital. After you sign up, this is where you click to go to plan your financial future.
Right Capital also has a mobile app. Please find it on the app store.

YOUR OPINION MATTERS

We would love to hear from you. Please take the time to fill this short survey. Your valued opinion will help us serve you better. Thank you.

 

DISCLOSURES

FIRM BROCHURE & SUPPLEMENT

Zaki Financial ADV part 2A & 2B

PRIVACY POLICY

of Zaki Financial

CODE OF ETHICS

of Zaki Financial