View all your investment accounts in one place. Account information is updated daily, and includes current account values and holdings, customizable performance reports, and a shared document folder with your advisor.
Financial Planning Portal
View the financial plan we have created and are monitoring for you.
Access your TD Ameritrade accounts directly. Available information includes account balances, transaction history, trade confirmations, and tax statements.
Would you like to schedule a Goal-Centric Meeting to review your financial plan?
Questions regarding your login information?
Call our office: 913.402.6099