View Your Accounts

View Your Accounts

To view your accounts through TD Ameritrade:

  • Click on the green TDA link to the right and Login.
  • For first time users, call us and we will get you setup.

To view your accounts through Albridge:

  • Click on the blue Albridge link to the right and Login.
  • For first time users, First click on the link above then Click on the yellow box marked REGISTRATION.
  • You will be prompted to enter your USER ID which is your social security number and your CLIENT TEMP PASSWORD which has been sent to you in an email. If you do not have the temp password please contact us.
  • Once you enter the USER ID AND CLIENT TEMP PASSWORD — click NEXT.
  • Please read the USER AGREEMENT before clicking on the SUBMIT button.
  • You will now be able to enter your own USER NAME, PASSWORD and personal information, when finished click NEXT. On the REGISTRATION CONFIRMATIONscreen click GO to complete the registration process.
  • Once registration is complete an e-mail will be sent to us notifying us to activate your registration.

Please contact our office should you have any difficulties registering and we will help you.

Thank you.

Advisory Services offered through Dynamic Wealth Advisors Inc.,  a Registered Investment Advisor.
 

 

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