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Client Resources

Monitor your accounts through these online portals. 

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Financial Strategies, Inc. maintains a strategic alliance with TD Ameritrade Institutional to provide custodial and brokerage services to our clients. Clients with accounts at TD Ameritrade may access their accounts online by clicking on the button below.

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Financial Strategies provides a Wealth Access client portal so you can review total assets, your balance sheet, asset allocation, and more.

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Financial Strategies provides a client portal so you can review your assets, your financial plan, and share documents securely through the document vault.

For assistance with setting up your accounts for online access, contact Jenny at 262-821-1664 or email jenny@retirementandwealth.com

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