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Links To Portals & Services

• HOLISTIC PLAN ACCESS

 

 

 

 

 

 

• Wealth Management Portal - Holistic Account View, Aggregation, Interactive Planning

 

 

 

 

 

 

 

• Secure ShareFile - Private, Confidential Data Sharing & Archive

 

• CUSTODIAN ACCOUNT ACCESS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

• Classic Plus & TD Ameritrade Institutional - Core Platform - Account Statements, Tax Forms, Transaction Detail

 

 

• eWealthManager - Access Platform - Account Statements, Tax Forms, Transaction Detail

 

 

 

 

 

 

 

 

 

• Pershing - NetxInvestor - Account Statements, Tax Forms, Transaction Detail

 

 

 

 

 

• College America 529 Plan / American Funds - Account Statements, Tax Forms, Transaction Detail

 

 

 

 

• Centaurus Financial - Broker Dealer Disclosures, Account Statements, Tax Forms, Transaction Detail

 

 

• PERFORMANCE REPORTING

 

 

 

• Orion - Performance Reporting Tool

 

 

 

• Risk Tolerance Portal - Investment Portfolio & Investor Risk Tolerance Analysis