eMoney – Financial Planning Website
This is your single secured access point to your financial world. Our Wealth Management System provides both you and our team with a secure view of your financial progress. We can collaborate with you online at any time, no matter where you are. As a client of Austin Wealth Management, you have access to your entire financial world 24 hours a day, and we are never out of touch.
Orion – Investment Performance Reporting
This portal also contains a dashboard providing quick graphical views of your investments with performance measurements updated daily. We provide access to these reports for clients with whom we have an investment management agreement.
- Performance – rates of return adjusted for cash inflows and outflows
- Asset Allocation – a breakdown of the various categories of investments
- Cash Flow Detail – details on the timing and amount of all cash flows
Contact [email protected] if you have not received a UserID.
TD Ameritrade Direct Access
TD Ameritrade is the custodian for the majority of our clients’ assets. This website provides direct access to investment accounts for viewing holdings, detailed activity report and statements and tax documents.
- Account values updated every 15 minutes
- Detailed transaction information
- Archived account statements
- Archived tax documents
New user instructions:
- Go to www.advisorclient.com
- Enter one of your account numbers
- Enter your Zip Code
- Follow the prompts to verify your identity and setup a UserID and Password