USE THE CLIENT PORTAL TO VIEW YOUR FINANCIAL DETAILS, RETRIEVE YOUR CHICORY WEALTH QUARTERLY STATEMENT, AND TO SHARE DATA SECURELY:
To sign into the Client Portal, click on the button to the left or click here, then use the log-in information provided by your Chicory Wealth advisor or representative. If you have not yet received your log-in information, please contact Dan Kirslis at [email protected].
Want to learn more about using our CLIENT PORTAL?
You’re invited to attend our free online webinar on Wednesday, May 22, 3 pm (Eastern) for an introduction to the portal hosted by Chicory Wealth Associate Financial Advisor Dan Kirslis. You can join from your computer, tablet, or smartphone, or dial into the audio from your phone. If you’d like to attend, email Liz McGeachy and she’ll send you the link and further details.
TO DIRECTLY ACCESS JUST YOUR ACCOUNTS MANAGED BY CHICORY WEALTH:
To directly access your accounts under our management through TD Ameritrade and see specific account activity, click on the logo to the right to go directly to the TD log-in site.
TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Chicory Wealth, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.