View TD Ameritrade Accounts



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


Instructions for creating a login

View Entire Portfolio

View any account managed by McNamara regardless of custodian.  Includes the option to run performance reports. 

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

If you do not see your spouse's account(s) via your TD Ameritrade login, please complete and return the following form to our office (this also will group the accounts together in one envelope if you receive paper statements).