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South Shore Office (781) 834-2010

McNamara Financial Services, Inc.
McNamara Financial Services, Inc.

South Shore Office (781) 834-2010

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Log In to View Your Accounts

START HERE - Desktop Login to McNamara Website to view Portfolio and receive communications from McN

START HERE - Desktop Login to McNamara Website to view Portfolio and receive communications from McN

START HERE - Desktop Login to McNamara Website to view Portfolio and receive communications from McN

View any account managed by McNamara regardless of custodian (includes annuities and college savings).  Has the option to run performance reports, view positions and transactions, and view documents uploaded to the site from McNamara.  Website hosted by our software provider, "Orion"

Launch Orion

IF YOU WANT THE APP ON YOUR PHONE OR IPAD - Download McNamara App to your APPLE Device

START HERE - Desktop Login to McNamara Website to view Portfolio and receive communications from McN

START HERE - Desktop Login to McNamara Website to view Portfolio and receive communications from McN

Search App Store for "McNamara Financial" or click link below.  This link is for for Apple devices.

 App provided by our software provider, "Orion." Login needs to be created via desktop website first.

Apple Devices

OR - Download McNamara App to your GOOGLE / ANDROID Device

START HERE - Desktop Login to McNamara Website to view Portfolio and receive communications from McN

OR - Download McNamara App to your GOOGLE / ANDROID Device

Search App Store for "McNamara Financial" or click link below.  This link is for for Google or Android devices.

App provided by our software provider, "Orion." Login needs to be created via desktop website first.

Google / Android Devices

Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.


Paul Samuelson, American economist

Or View Directly at the Custodian

If your Accounts are at Schwab (formerly TD Ameritrade), you will log in via client.schwab.com

If your Accounts are at Schwab (formerly TD Ameritrade), you will log in via client.schwab.com

If your Accounts are at Schwab (formerly TD Ameritrade), you will log in via client.schwab.com

The above graphic links to Schwab's client website: client.schwab.com  


Please contact the office if your accounts are not "householded" properly with a spouse. 

Go To Schwab

If your accounts are at Pershing | BNY Mellon, you will log in via investor.pershing.com

If your Accounts are at Schwab (formerly TD Ameritrade), you will log in via client.schwab.com

If your Accounts are at Schwab (formerly TD Ameritrade), you will log in via client.schwab.com


The above graphic links to Pershing's client website: investor.pershing.com.  


Please contact the office if your accounts are not "householded" properly with a spouse.

 

Go To Pershing

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