Client Logins


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.

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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.

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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.

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