Online Client Access
Financial Planning Portal
Your planning portal is a the perfect place to get the big picture for your overall financial health. This is where you can aggregate financial accounts and we can update information as it changes to see the effects those changes have on your ability to achieve your goals.
Secure Document Sharing
Dropbox is a secure portal for us to share documents with each other. As a LifeSighted client, you will receive a shared folder that you can use to send any financial planning or tax prep documentation to and we can use to send work files to you.
Investment Accounts at TD Ameritrade
TD Ameritrade is the custodian for any accounts that we oversee for you. While account values will also be pulled into your LifeSighted Planning Portal, there may be times where you would like to go directly to the source to see “under the hood” of your accounts.
Payment Portal
TD Ameritrade is the custodian for any accounts that we oversee for you. While account values will also be pulled into your LifeSighted Planning Portal, there may be times where you would like to go directly to the source to see “under the hood” of your accounts.