Client Login

Ameritrade Advisor Client

TDWith TD Ameritrade as a custodian, clients have direct and secure Internet access to their accounts. Clients are able to access their accounts 24 hours a day/7 days a week.

Assetbook Client Portal

assetbookClients are able to access their account account balances, performance, account positions, quarterly reports and more through the Assetbook Portfolio Management System.

Phone: 206-276-1774