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Client Portals

ClientAccess

Here you will find information not accessible to the general public. You will be able to access and download all our client forms, documents, and exercises.

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ClientVault

Access to secured file sharing.

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td_ameritradeLOGO

For individuals who have accounts held at TD Ameritrade.

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To view account information including balances, holdings, performance, custom reports, and custodial statements that are housed in the Client Portal.

Click here to log in

FIRST STEP LOGIN

Access The First Step Cash Management System™

Click here to log in