Client Logins


Image

Wealth Planning Portal

Your Wealth Planning Portal is home to your personal wealth plan, secure vault, and aggregates accounts held with and away from MY Wealth Planners® to give you a holistic view of your finances.


Log in to the Wealth Planning Portal

Image

Portfolio Performance Reporting

Portfolio Performance Reporting is provided daily with personalized client portals to provide total transparency of where your portfolio is in comparison to the market.


Log in to Portfolio Performance Reporting

Image

TD Ameritrade

TD Ameritrade serves as MY Wealth Planner®'s independent custodian, providing clients with the security of one of the largest institutional investment platforms in the world.


Log in to TD Ameritrade