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Client Access

Resources and tools.

As a client of Wealth Engineers, you have access to a suite of secure, industry-leading tools to assist with your financial plan and your investment portfolio.  Should you have questions or need assistance, please don’t hesitate to email or call us.

Planning Portal

Securely link your accounts to bring your entire financial world together in one place and collaborate on your plan with the Wealth Engineers Planning Portal:

Investment Portal

View portfolio and holdings performance, asset allocation, fee statements, and other reports with the Wealth Engineers Investment Portal:

AdvisorClient

AdvisorClient by TD Ameritrade Institutional provides secure access to your accounts through both a traditional web experience, as well as a mobile app:

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Additional Resources

Accessing your new TD Ameritrade Institutional Accounts

Once your new accounts have been opened, you can access them online through TD Ameritrade Institutional’s AdvisorClient.com.

AdvisorClient is where you can access your monthly account statements, annual tax forms, etc. and also for general administration of your account.

In order to set up your AdvisorClient access, please follow these steps:

  1. Set up your AdvisorClient profile by clicking here
  2. Enter your account number and the phone number on file for your account
  3. Create your UserID and password
  4. Review your accounts, communication preferences, and other settings

A separate authorization form must be signed in order to view any account through AdvisorClient that is not titled in your name.  For example, in order for one spouse to view the other spouse’s accounts, the AdvisorClient Access Form would need to be signed to grant authorization.

If you would like to be able to view all of the accounts in your household, please send us an email with your UserIDs after you complete the above registration process and we will send you the form(s) via DocuSign.

If you use a smartphone or tablet you can also download the AdvisorClient mobile app via the iTunes App Store (iOS) or Google Play (Android).

It’s important that you safeguard your AdvisorClient credentials with the same level of care as you would any other bank or financial password. Additionally, please note that while we are authorized to provide certain limited assistance regarding your AdvisorClient access, our firm does not store your password, nor can we change it for you.

If you are ever locked out of your account, please contact TD Ameritrade Institutional Technology Services at 800-431-3500, option #3

Email: techservices@tdameritrade.com

 

Call: 800-431-3500, option 4

 

Fax: 866-226-4617

Regular Mail:
TD Ameritrade Institutional
PO Box 650567
Dallas, TX 75265-0567

Overnight Mail:
TD Ameritrade Institutional
7801 Mesquite Bend Drive, Suite 112
Irving, TX 75063-6043

Hours of Operation: Monday through Friday: 7:00 a.m. to 8:00 p.m. ET

Reviewing Your Client Reports

Your portfolio’s asset allocation is the primary driver of both its risk and its return profile. This makes it one of the most important factors to monitor and analyze on an ongoing basis.

Accordingly, the Asset Allocation – Current vs Target widget on your Investment Portal is designed to illustrate your actual asset allocation versus your target so you can see exactly where you stand. The widget provides both a visual pie chart comparison and a detailed table for each broad asset class within your portfolio.

The widget is a similar (albeit simplified) version of the type of data that I analyze for your portfolio throughout each year. This analysis centers around reviewing your portfolio for rebalancing needs related to market fluctuations, security cash flows, and portfolio contributions and withdrawals.

Note: If your IPS had not been signed and/or your Wealth Engineers portfolio was not implemented (or in transition), the target allocation pie chart in your Asset Allocation – Current vs Target widget may not represent your actual IPS portfolio.

Your monthly fee statement is also available in your Investment Portal Vault. This is not a bill and no action is required on your part. Per our Investment Advisory Agreement, the fees outlined in your statement are automatically debited from your investment account. You are encouraged to review this statement alongside your monthly custodian account statement.

Note: Accounts are billed based on their final balance at the end of each month. Thus, if your account was not funded by the final day of the month, no fee is assessed for that month and that account will not be included on your fee statement.