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.
Spectrum Pension Consultants - Click HERE for retirement plan participant access to the Spectrum platform.