Client Login

My Account

Check your account totals, transactions,
and review other basic account information through
TD Ameritrade Institutional.

My Financial Plan

Monitor your personal financial plan
using Money Guide Pro.

Performance Reports

Access BridgeFT Client Web Portal
for portfolio analysis, performance data,
and monthly portfolio reports.

TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and Compass Wealth Planning, LLC, are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.