Katie Client Access – Visionary Wealth Advisors

Client Access


Access my Finances or Vault




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

Tamarac client portal


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