Review your official accounts at TD Ameritrade here. You will need your userid and password to connect. If you are a first time user, use your new account number as a userid and the last four digits of your social security number as a TEMPORARY password. Here you can see all of your current investments, cash balances, and even go back to review old statements and tax forms.
For a longer history of your accounts including long term performance, comparison to benchmark averages, the timing of contributions and withdrawals, and of course, invoices of management fees go to Bridge Technologies’ page. This page may also be used as a portal to store important documents. You will need your Bridge user id and password. Please call our office if you have not yet set up this valuable service.