If you do not know your login and password combination, please contact our offices at 913.814.3800 and we would be happy to assist you.
Performance Reporting - Click HERE for consolidated reports on all accounts, updated on a daily basis. Reports include performance, capital gain/loss, and current holdings.
TD Ameritrade - Click HERE for daily account balances, recent transactions and tax documents on all TD Ameritrade accounts.
Finance Logix - Click HERE for access to your Financial Freedom Analysis and Finance Logix portal.
If you are a participant in a retirement plan, please select from one of the platform options below for access to your retirement plan.
PenSys, Inc. - Click HERE for retirement plan participant access to the PenSys, Inc. platform.
Premier Trust Multiple Employer Plan - Click HERE if you are a participant in the Premier Trust Multiple Employer Plan.
Spectrum Pension Consultants - Click HERE for retirement plan access to the Spectrum platform.