Log in to your financial accounts via the links below.
- PFA Client Portal - to see your investment review, performance reports and billing summary statements (if you want to view a video of the set up process click here)
- TD Ameritrade Institutional - to see your account statements, tax documents and transactions
TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and PFA, are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.