Client Portal

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Click here to launch our client portal

  • View positions

  • Download statements and reports

  • View held-away accounts alongside investments held with us at multiple custodians

  • Detailed performance

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Click Documents, then CUSTODIAL STATEMENTS
to download your monthly statements
 

For accounts at TD Ameritrade:

Click here to go to AdvisorClient.com.

Click Get Started to register.

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  • View real-time positions

  • Download statements

  • Create a watchlist / Research

  • Deposit checks with the ​​AdvisorClient app

For TDA's technical support, call (800) 431-3500,

OR you can Contact Us,

email: support@pwa.net

call: 559-451-3463, press 5

For help and to request access:

Contact us

email: support@pwa.net

call: 559-451-3463, press 5