Access the TD Ameritrade client site to view statements, holdings, and balances of your
accounts held directly at TD Ameritrade.
WR Wealth Planners Client Experience
Access our Client Experience (CX) portal to view your investment account dashboard, performance reporting, timeline, automatic statement uploads, and disclosures. Please contact our office for first-time access.
For Wealth Planning clients only. Use this portal to review your wealth plan, any
linked personal accounts, and your document vault.