TD Ameritrade - Custodian

Access all your TD Ameritrade accounts

TD Ameritrade has been in the business of financial services for more than 40 years: they have worked in investing and trading for almost six million clients and over $600 billion in assets, and they have honed their custodial services for more than 4,000 independent registered investment advisors. TD Ameritrade's reputation for excellence swiftly followed its inception and can still be seen in the approximately 400,000 daily trades its clients place. We clear through TD Ameritrade because we have worked with them for years and know we can trust them with our clients and their life goals.


Personal Client Website

Access all your investment and insurance accounts

Our aggregation software gives you the ability to assemble your own, personal client dashboard where you can access all of your financial accounts in one place. This not only gives you a fuller picture of your available resources, but it also allows you to explore various scenarios for using those resources over time. You can finally plan your financial security rather than guessing at your ability to achieve it! Our software provider accommodates more than 30,000 financial professionals, aggregating more than $1.7 trillion dollars in assets for one million of their clients. Most importantly, it does so securely! Our software is tested by expert hackers, who are only paid if they are able to infiltrate test servers enabled with the same encryption that we use for your most sensitive data.


Client Vault

Access all your personal and company documents

We pride ourselves on our dedication to security, and our technology is no exception. Our client vault system provides us with a secure way of storing and protecting your documents while giving you unlimited access to them. It also allows us a safe channel for the exchange of information such that confidential documents can be transmitted between us and our clients with the peace of mind of an in-person transaction.