Log-in for the Client Portal is below. For Frequently Asked Questions about navigating our virtual office, go to our CONTACTS PAGE.
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. The client portal is an account aggregator, and as such, the data displayed may be subject to errors or interruptions. If you have any questions or concerns about something in your portal, please contact Dan Kirslis at [email protected]. To view your Chicory accounts directly, please use either the Fidelity portal or the TD portal below.
To directly access your accounts under Chicory Wealth management through Fidelity Investments® and see specific account activity, click on the logo to the right to go directly to the Fidelity log-in site.
To directly access your accounts under Chicory Wealth 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.