We want to keep you informed of how your investments are doing, both by reaching out to you and by enabling you to check your accounts online. Online accounts allow you to get detailed statements and easily change account settings. Scroll down to find the fund company you are invested with. Then, if it’s your first time accessing the account, follow the linked registration instructions. After that, online access will be simple–just bookmark the main website or come here to follow the link. If you are interested in gaining online access to a company not listed here, please call our office for assistance.
If you experience issues logging in, please check to make sure you’re logging in at the correct website (AdvisorClient.com, not TDAmeritrade.com). If you have forgotten your password, TD provides a “Forgot your password?” link under the Log In button.
If you have forgotten your username, or have difficulty getting logged into the site, please give our office a call. You can also call TD’s helpful technical support team at the number listed on the website.
To go paperless, go to Accounts, then Profile, and hit the Edit button on the right side of the screen. You will be able to change from paper to email delivery under ‘Statement Delivery’ and ‘Confirmation Delivery.’
If you have accounts with TD Ameritrade and would like to gain access to quarterly reports via Morningstar, please contact our office.
If you experience any issues setting up an online access login, or have trouble getting logged in, please contact our office at (503) 670-1958.