My WealthPlan is your personalized client portal. Click the button to access your accounts managed by your WealthPlan Advisor. You can also find consolidated reports, tax reports and more.
Get our app! Search My WealthPlan on the App Store or Google Play Store to download on your smartphone or tablet.
Vision1 powered by eMoney is your personalized financial planning portal. Click on the button to access a consolidated view of all your investment accounts, bank accounts, credit cards, etc. You can also access information on spending and budgets.
For clients with TD Ameritrade as custodian, click on the button to access your custodian statements and tax documents.
For clients with Charles Schwab as custodian, click on the button to access your custodian statements and tax documents.
Click on the button for Wealthscape InvestorSM Account Login* access your current account holdings, transactions, and consolidated statements.
*TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Feltz WealthPlan, and the other entities named 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.