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New AdvisorClient Features

Our investment partners at TD Ameritrade have recently upgraded their client portal. We are excited about the new system and think that you will enjoy the improved client services.


You can now use AdvisorClient to quickly and easily:

• View individual or combined accounts

• Access transaction history by account

• Review remaining retirement account contributions and required minimum distributions

• See their asset type summary

• Use the Market Snapshot to get a better understanding about what’s happening

• Find information about their holdings and stock exchange symbols

For those of you who want to view your account info on the go you can also download the AdvisorClient mobile app for AndroidTM or Apple® devices and access your account information whenever, wherever you want. App features include:

• Consolidated account views

• Remote check deposit

• Detailed quotes

• Third-party research

• Quick access to Advisor contact info

And, for quick and easy access using voice commands, you can use the AdvisorClient for TD Ameritrade Amazon Alexa skill. Features include:

• Account summary

• Account positions

• Daily briefing*

• Real-time quotes

• Events & news Visit AdvisorClient.com to get started.

*info provided taken from https://www.tdainstitutional.com/offerings/technology-platforms/advisorclient.html

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2020 Client Brochure

Attached below you will find the 2020 Client Brochure. This brochure provides information about the qualifications and business practices of Christina Vittitow O'Bryan d/b/a Beacon Asset Management.

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