Our asset management portal is designed for computers, tablet, mobile and other touch screen devices. We also incorporated navigation and usability changes and improvements that our clients have requested.
Access our asset management portal with the button below.
To download a user manual to help you get the most out of all of the new features, click here.
To access your Financial Planning Organizer, please use this link.
Download the user manual to help you get the most out of your custom planning portal, click here.
Questions about data security? Learm more.
TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, LeConte Wealth Management, LLC and the other entities named on this document are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.