Welcome to the client portion of our web-site, which provides access to materials published for the benefits of our clients only. Our clients may contact our Financial Services Coordinators for more information on secure online access to investment portfolio reporting (updated each business day), TD Ameritrade and Fidelity account direct access, and our "Virtual Safe" service for quick retrieval of important documents.

TD Ameritrade

Please click here to login to your Ameritrade account.

Portfolio Center

Please click here to login to Portfolio Center.

Fidelity

Please click here to login to your Fidelity Account.

 

Virtual Safe

Please click here to login to your Virtual Safe account.

 

Please have your user ID and password ready. If you have signed up for Virtual Safe with our firm, but do not have or remember your user ID and/or password, please call Echo Rooney for assistance at (352) 746-4460 or toll-free at 1-866-746-4460.