Links to your TD, Schwab, eMoney and Capitect websites and portals:
(login to TD Ameritrade's website to view your TD accounts, download monthly statements, tax reports, trade confirmations, etc.)
Login
(login to Charles Schwab's website to view your Schwab accounts, download monthly statements, tax reports, trade confirmations, etc.)
LOGIN
(login to the eMoney portal to access your secure file sharing vault, view your net worth summary, cash flow report, investment allocations, etc.)
LOGIN
(login to the Capitect portal to view the performance reports of your accounts at TD or Schwab)
LOGIN
Links to schedule calls and Zooms with Andy:
Schedule a call
Use this link to schedule any of the following:
- 30 minute impromptu call
- 60 minute impromptu call
Schedule a Zoom
Use this link to schedule any of the following:
- 30 or 60 minute impromptu Zoom meeting
- Semiannual update Zoom meeting
- Initial financial plan discussion Zoom meeting