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We take financial planning to another level - all at your finger tips. Our client portal not only allows you to track your progress through a plan created with your advisor, but to also redefine that plan as "life happens." Specifically, this portal allows you to:
- View the Plan Created with your Advisor
- Adjust the Plan as your Financial Situation Changes
- "Stress Test" the Plan for the "What-If" aspect of Life & Investing
Easily access all of your investments held at various companies from one convenient website. Wealth Reporting provides essential information including:
- Account Holdings
- Market Value
- Transactions
- Performance Monitoring
- Benchmarking Tools
Access your accounts held with TD Ameritrade Institutional. Use this site to eliminate clutter by going paperless and receiving documents relating to your account via e-mail. Additionally, you can view:
- Tax lot information
- Pending Trades
- Tax Documents
- Brokerage Statements
- Confirmations
Access your accounts held with Pershing, LLC. Use this site to eliminate clutter by going paperless and receiving documents relating to your account via e-mail. Additionally, you can view:
- Tax lot information
- Pending Trades
- Tax Documents
- Brokerage Statements
- Confirmations