Broker Check

Client Login

Monitor accounts from the comfort of your home on desktop or mobile. Click the CP icon to see balance and performance, and securely share files with your advisors: 

CP portal powered by Tamarac|Envestnet:

Other client portals for if you require different details:

  • Morningstar shows detailed asset allocation: (Previously, before June 2018.)
  • TDAmeritrade shows real-time price updates: