Client Access

Our clients' accounts are safeguarded at reputable financial institutions. Use the links below to access information about your account(s) at the respective custodian websites. If you need help setting up a User ID and Password to access your account, please contact our office.

Protected by SIPC insurance, your assets are safeguarded and deposited in your name at nationally recognized firms like Fidelity Investments or TD Ameritrade Institutional. Further, you will receive monthly statements  for your account(s) directly from the custodian. Ask for details about specific SIPC coverage that may vary depending on the custodian.