Technology
Meeting With Bill

Times have changed, and so should your ability to access real time financial information. That’s why we use technology to communicate with you whenever possible, if that’s what you want.

Log in to your TD Ameritrade secure web portal anytime to see your real time investment holdings, or, access your Client Account portal for more detailed analytics and our quarterly performance reports.

We also can keep your important financial documents there for easy access. Using technology on your behalf also helps us help you – share important information with any one of our team members and it instantly becomes accessible to everyone.

We try to ensure that no important dates, events or deadlines fall through the cracks.