- Fixed Fee Pricing
- Financial Planning
- Employer Plans
- About Clarity
Access Your Accounts
- Client Portal - Account Values Updated Daily
Quarterly Performance Reports and Invoices
TD Ameritrade Monthly Statements and Confirmations
- View Your Financial Plan
- Access your financial goals and more!
- Login and View Your TD Ameritrade Accounts Online
Join Our Online Meeting
- Simply click on the picture to the left to access Join.Me
- Click the green JOIN MEETING button
- Then enter the 9-digit code we will provide prior to our meeting
It's just that easy!