We hold your investments at TD Ameritrade.  This is where you log in for tax statements and monthly statements, but can also see your positions and transactions within your investment accounts.

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This is our communications hub.  It's where we do financial planning projections and share documents.  You can see your up-to-the-minute net worth, cash flow analysis, and your progress on all the work we're doing together

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This is bonus technology for our investment clients.  Here you can take a more detailed and customized look at your investment performance including integration with your Riskalyze profile.

I'm not a client yet, but I might want to be...