Client Access

Access Your Accounts

Contact our office to obtain your login credentials.

TD Ameritrade

TD AmeritradeTo obtain statements, confirmations, or tax documents for your accounts at TD Ameritrade, click here.

eMoney Advisor

eMoney Advisor
Financial Planning Clients click here.  If you have forgotten your password, call Frank Gavidia, CFP® at 925-239-0116.

Omniscient

Omniscient
To access your Performance Reports and Invoices, click here.