Client Tools

TOOLS FOR OUR CLIENTS

View investment performance and asset allocation in the Morningstar Portal

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Morningstar Portal

Confirm investment holdings or download tax documents on Charles Schwab

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Charles Schwab

TD Ameritrade

Confirm investment holdings or download tax documents on TD Ameritrade

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Betterment (select accounts)

VIEW

View your investments or download tax documents in the Betterment Portal

Riskalyze

Update your investment risk tolerance

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