For Our Clients
You can access your investment accounts at TD Ameritrade, Vanguard, TIAA-CREF, and Fidelity to verify balances, download statements, review transaction history, or conduct research. Vanguard and TIAA-CREF offer excellent educational resources for asset allocation, investments, retirement planning, and estate planning.
To activate Internet access to your accounts, simply follow the instructions provided by each financial institution. Let us know if you encounter any difficulties along the way.
We've compiled a list of resources that we believe you may find useful.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this site. PFPG makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving this company's website and assume total responsibility and risk for your use of the sites you are linking to.