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FOR OUR CLIENTS
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Access Your Account
Please Note: While we like our clients to be well informed about their accounts, we do not encourage you to look at your account balances every 14 minutes, every hour, every day or even every week. With the exception of a major down or upturn in the markets, the weekly fluctuations in your account are simply "noise" that have little effect on your ability to meet your long-term financial goals.
Having said that, it's easy to check your accounts! If you have a fee-based wealth management account through Sovereign Financial Group you may access your account information online.
Click here to access your TD Ameritrade account information
If you have not yet signed up to view your TD Ameritrade accounts online,
please contact your advisor for a login and password.
Access Your Financial Plan and Aggregated Financial Accounts
Click Here to Access Your Financial Plan and Aggregated Account View
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