Client Account Access Page

The links above take you to your account information in TD Ameritrade, Morningstar and our financial planning package. If you have engaged our firm for financial planning services, we will establish an account for you to access in our financial planning package. If you have engaged our firm for wealth management, we will establish an account for you in both TD Ameritrade Institutional and Morningstar to access information regarding your investments. If you have engaged our firm for both financial planning and wealth management services, we will establish access to all three options.

Your accounts will be set up for you to use at your discretion. We will establish each account and forward to you the username. When you first access your account, there will be instructions on how to set up a password. We do not have access to any of the passwords you set up. Should for some reason you need to reset a password, each sight has instructions on how to reset your password.