Client Portal

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  • 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.

  • View real-time positions

  • Download statements

  • Create a watchlist / Research

  • Deposit checks with the ​​AdvisorClient app