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Client Access

Access my Finances or Vault



Envestnet Tamarac

View your financial picture with an integrated and interactive reporting dashboard and access your document vault.

Tamarac client portal



Access my Investments



TD Ameritrade


View real time values and holdings of your TD Ameritrade accounts, monthly statements, confirmations, tax forms.

TD Ameritrade Login


Check the background of this firm/advisor on FINRA’s BrokerCheck.