MY CLIENT DASHBOARD
Use the Client Dashboard to:
- View everything you own and owe on a single page
- See account history including trades, deposits, withdrawals, and more
- Track your cash flow and spending
- Set and monitor budgets
- Store personal documents securely and privately
- Exchange documents with us securely
- Set your financial goals during the planning process
- View information about your most recent financial plan
MY TD AMERITRADE ACCOUNT
Use your TD Ameritrade Accounts to:
- Access your investment account information directly
- See account history including trades, deposits, withdrawals, and more
- Download trade confirmations
- Download statements
- Download tax forms
MY MORNINGSTAR WEB PORTAL
Use your Morningstar Web Portal to:
- Access quarterly account and billing reports
- Access our quarterly company updates
- Exchange documents with us securely
- Access educational reports posted during the quarter