Home
Contact
Team
Radio Show
Blog
For Clients
McNamara Financial Services, Inc.
Home
Contact
Team
Radio Show
Blog
For Clients
More
  • Home
  • Contact
  • Team
  • Radio Show
  • Blog
  • For Clients
  • Sign In

  • My Account
  • Signed in as:

  • filler@godaddy.com


  • My Account
  • Sign out

McNamara Financial Services, Inc.

Signed in as:

filler@godaddy.com

  • Home
  • Contact
  • Team
  • Radio Show
  • Blog
  • For Clients

Account


  • My Account
  • Sign out


  • Sign In
  • My Account

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. 


Instructions for creating a login

Launch TD

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"

Launch Orion

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.  

Authorization to Household Accounts on AdvisorClient (pdf)Download

Copyright © 2022 McNamara Financial Services, Inc. - All Rights Reserved.  Text on this site can be converted to audio via Read&Write for Google Chrome when using the web broswer Google Chrome.

  • Contact
  • Team
  • Blog
  • Who We Help
  • Login
  • Request to Schedule

Cookie Policy

This website uses cookies. By continuing to use this site, you accept our use of cookies.

DeclineAccept & Close