Katie Client Access – Visionary Wealth Advisors

Client Access


Access my Finances or Vault




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


Access my Investments



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

TD Ameritrade Login


O'Fallon, IL Office

1405 North Green Mount Road, Suite 500
O'Fallon, IL 62269
Phone: 618.726.3007