Option #1: View TD Ameritrade Accounts & Statements


Links to TD Ameritrade's advisorclient.com website to view only accounts held at TDA.  See below for "householding" spouse's account(s). 

Instructions for creating a login

Option #2: View Entire Portfolio & Performance


View any account managed by McNamara regardless of custodian (includes annuities and college savings).  Has the option to run performance reports. 

If you do not see your significant other's account(s) ...

If you do not see your spouse / significant other's account(s) via your TD Ameritrade login, we can "household" with both parties' authorizations.  Please complete and return the following form to our office via box.com/email/fax/mail.