log in directly to your custodian, and/or you can l
If your accounts are at TD Ameritrade/ Schwab: log into advisorclient.com
You can also view Portfolio & run performance reports via our portfolio accounting software "Orion"
If your accounts are at Pershing | BNY Mellon: log into investor.pershing.com
The above graphic links to TD Ameritrade/ Schwab's client website: advisorclient.com .
Please contact the office if your accounts are not "householded" properly with a spouse.
If your accounts are at Pershing | BNY Mellon: log into investor.pershing.com
You can also view Portfolio & run performance reports via our portfolio accounting software "Orion"
If your accounts are at Pershing | BNY Mellon: log into investor.pershing.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.
You can also view Portfolio & run performance reports via our portfolio accounting software "Orion"
You can also view Portfolio & run performance reports via our portfolio accounting software "Orion"
You can also view Portfolio & run performance reports via our portfolio accounting software "Orion"
View any account managed by McNamara regardless of custodian (includes annuities and college savings). Has the option to run performance reports. Website hosted by our portfolio accounting software provider, "Orion"