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Client Access

Access My Investments


Envestnet Tamarac

View your financial picture with an integrated and interactive reporting dashboard and access your document vault.

Tamarac client portal

eMoney Advisor

View all your finances including your 401k, annuities, 529 plans, documents in your Vault, cash flow projections, insurance summary, net worth statement, and TD Ameritrade or Charles Schwab account.

Dream Center Login

TD Ameritrade

View real time values and holdings of your TD Ameritrade accounts, monthly statements, confirmations, tax forms.

TD Ameritrade Client Login


Charles Schwab

View real time values and holdings of your Charles Schwab accounts, monthly statements, confirmations, tax forms.

Charles Schwab Login

Raymond James

View real time values and holdings of your Fidelity accounts, monthly statements, confirmations, tax forms.

Fidelity Login

Fidelity Investments ("Fidelity") is an independent company, unaffiliated with Visionary Wealth Advisors ("Visionary"). Fidelity is a service provider to Visionary. Fidelity is a registered service mark of FMR LLC. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1067006.1.0.

Raymond James

View real time values and holdings of your Raymond James accounts, monthly statements, confirmations, tax forms.

Raymond James Login