Please utilize the following links to access information about your account.
Morningstar Document Sharing Use this link if your advisor has requested you log in to send or receive confidential documents.
TD Ameritrade Institutional Client login Advisory clients that have TD Ameritrade accounts can access their TD Ameritrade accounts and supporting documentation here.
Pershing Accounts Pershing clients can get information regarding electronic delivery of their statements and confirms here as well as keep up to date on new information.
Please note that trades must be initiated through your advisor directly. No trading is available through the above links.
Please call our offices at 402-330-1166 or 800-397-1167 to initiate a trade or for any other information that may not be accessible through the client website.