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Resources for our clients



Links to your TD, Schwab, eMoney and Capitect portals:


Login

(your direct login to TD Ameritrade's website to view your accounts, download monthly statements, tax reports, trade confirmations, etc.)

Login

(your direct login to Charles Schwab's website to view your accounts, download monthly statements, tax reports, trade confirmations, etc.)



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