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

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

7447 N First St

STE 202

Fresno, CA 93720

Phone: 559-451-3463

Fax: 559-432-1938

This website is a publication of Private Wealth Advisors. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional advisor should be consulted before implementing any of the options presented. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto. Private Wealth Advisors is registered as an investment adviser with the SEC, and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.