Client Center

Financial Strategies, Inc. maintains a strategic alliance with TD Ameritrade Institutional to provide custodial and brokerage services to our clients. Clients with accounts at TD Ameritrade may access their accounts online by clicking on the button below.

TD Ameritrade Institutional

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Financial Strategies provides a Wealth Access client portal so you can review total assets, your balance sheet, asset allocation, and more.

Wealth Access Portal

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For assistance with setting up your accounts for online access, contact Jenny at 262-821-1664 or email Jenny@RetirementAndWealth.com.