Access Your Accounts
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- Client Portal - Account Values Updated Daily
Quarterly Account Statements and Invoices
TD Ameritrade Monthly Statements and Confirmations
- View Your Financial Plan
- Login and View Your TD Ameritrade Accounts Online
Join Our 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!