Client Login

links to TD Ameritrade login portal

TD Ameritrade:

Access the TD Ameritrade client site to view statements, holdings, and balances of your
accounts held directly at TD Ameritrade.

links to client experience login

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.

links to wealthcare portal login

Wealthcare Portal

For Wealth Planning clients only. Use this portal to review your wealth plan, any
linked personal accounts, and your document vault.

What type of investor are you?