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Client Portals

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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Access to secured file sharing.

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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.

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FIRST STEP LOGIN

Access The First Step Cash Management System™

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