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"
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.
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.
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.
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.