Client Portal
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View positions
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Download statements and reports
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View held-away accounts alongside investments held with us at multiple custodians
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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
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Download statements
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Create a watchlist / Research
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Deposit checks with the AdvisorClient app