Information not accessible to the general public. Access and download all our client forms, documents, and exercises. LOG IN HERE: Username Password Once Logged in, click here for access Access to secured file sharing. Client Vault For individuals who have accounts held at TD Ameritrade. TD Ameritrade View account information including balances, holdings, performance, custom reports, and custodial statements that are housed in the Client Portal. Orion Access The First Step Cash Management System™ First Step Information not accessible to the general public. Access and download all our client forms, documents, and exercises. LOG IN HERE: Username Password Once Logged in, click here for access Access to secured file sharing. Client Vault For individuals who have accounts held at TD Ameritrade. TD Ameritrade View account information including balances, holdings, performance, custom reports, and custodial statements that are housed in the Client Portal. Orion Access The First Step Cash Management System™ First Step