Client Portal
Pershing Clients
Performance Reporting – find year-over-year performance reports and more. These are the same performance reports we review with you at your annual investment reviews.
Account Statements and Tax Documents – find end-of-month statements, transactions, and year-end tax documents
FTJ/TDAmeritrade Clients
Account Statements, Tax Documents, and Performance Reporting – find end-of-month statements, transactions, year-end tax documents and year-over-year performance reports and more.
