Client Center

ACCESS YOUR ACCOUNTS

TD Ameritrade

View your investment accounts.

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Sharefile

Retrieve and submit documents securely.

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eMoney

Visit your consolidated financial portal.

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SCHEDULE CALLS & MEETINGS

Quick Client Check-In Call

30-min check-in phone call for current clients

Schedule Call

Client 1-Hour Phone Call

1-hour phone call on a specific topic for current clients

Schedule Call

Client Virtual Meeting

Web meeting with video and/or screen share for current clients.

Schedule Meeting

Client In-Person Meeting

In-person meeting for current clients

Schedule Meeting