Choose the options that work best for you.
LET US KNOW IF YOU HAVE ANY QUESTIONS.
WE WANT YOU TO see YOUR INFORMATION IN THE EASIEST WAY POSSIBLE.
ONLINE ACCESS FOR CLIENTS
CLIENT PORTAL
Review all your financial information in one user-friendly site.
Monitor account aggregation, net worth, budgeting, tasks, and goals.
Store and exchange documents with us via a secure vault.
SETUP INSTRUCTIONS:
- We will send you an invitation when your accounts are established through us.
- Contact us if you haven’t received your invitation.
- Your username will be your email address.
- You can reset your password at the login screen. Contact us if you have trouble.
ACCOUNT ACCESS
View your account balances, holdings, and transaction history.
Download statements and tax forms.
Update your address and contact info.
SETUP INSTRUCTIONS:
- Click the Login button above.
- Click on the “Set up my profile” link near the words “First time here?” found below the green “Log in” button.
- Follow the one-time setup prompts to establish your user ID and password.
- Here is a link to a video that will show you the setup process: Video
- If you need any help, you can contact TDA at 1-800-431-3500 option 3. They have a great service team that will assist you. Or, feel free to contact us.
- You can reset your password at the login screen. Contact TDA if you have trouble.
PERFORMANCE REPORTS
Access quarterly reports.
View performance information for your portfolio, accounts, or various holdings.
Reflects TD Ameritrade accounts only.
SETUP INSTRUCTIONS:
- We will send you an invitation with a secure setup code when your accounts are established through us. The code will only work once and is only valid for 24 hours.
- Contact us if you haven’t received your invitation or if you need a new setup code.
- You can reset your password at the login screen. Contact us if you have trouble.