Client Access

With “My Easy Plan,” you will always be just one click away from direct access to a host of personalized financial information.

“My Easy Plan” provides a direct link to all of your financial accounts, including your bank accounts, insurance policies, and real estate, which helps you gain a better understanding of your overall financial position.

TD Ameritrade Institutional: provides a direct link to your account(s). The site provides you access to information such as account balances, monthly statements, confirmations and tax forms.

 

National Financial Services (My Streetscape):  provides a direct link to your account(s).   The site provides you access to information such as account balances, monthly statements, confirmations and tax forms.

 

Private Client Access: provides a direct link to your account(s) held in total, which can include assets held directly at TD Ameritrade, mutual fund companies, variable annuity companies and those assets held outside of the previous mentioned. 

 

To view your accounts(s), click on the “My Easy Plan” icon.

My Easy Plan

To view your account(s) held at TD Ameritrade Institutional, click on the "TD Ameritrade" icon.

To view your account(s) held at National Financial Services, click the "MyStreetscape" icon.

To view your account(s) click on the "Private Client" icon.

Private Client Login

 

Have questions? Click on the icon below to Contact Us to see how we can help you Invest Smarter

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