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Advisor Client
Powered by TD Ameritrade
• Shows accounts that are held at TD Ameritrade
and managed by Ellenbecker Investment Group.
• Provides real-time asset values.
• Login credentials are set up when the accounts
are set up at TD Ameritrade. You will receive login
information via email.
Advisor Client on Your Mobile Device
The same functionality from AdvisorClient.com
is also available to you on your Apple or Android
mobile device. This secure app for your phone or
tablet also has the ability for you to deposit checks
directly to your account at TD Ameritrade.
It offers real-time account balances and positions,
transaction history, the ability to create your own
security quote watch list, research and mobile check
deposit. Please note that contributions to retirement
accounts have limitations. Consult with your EIG
Wealth Advisor for more information.
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EIG Total View
Powered by Morningstar
• Shows a cumulative view of accounts held at TD
Ameritrade AND any accounts held away that EIG has permission to include.
• You can adjust the time frame of performance information.
• Quarterly EIG Consolidated Asset Summary is available under “Documents” tab.
• Login credentials are set up by a member of
the EIG Client Care Team. You will receive login information via email.
EIG Total View Has Three Main Sections
Overview: This is the primary dashboard providing
a great snapshot, or total view, of your assets.
Investments: Provides more detail about portfolio
holdings. The graph timeframe can be adjusted at
the top and Morningstar Research can be seen by
clicking on each individual holding.
Documents: Your quarterly EIG Consolidated Asset
Summary will appear here to view and download.
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Intuit
EIG uses Intuit Link to collect tax information from clients. Intuit Link is a secure online portal for you to connect and deliver tax documents to us for completion of your tax return.
1. Establish an Online Account.
2. Sign the Engagement Letter and Complete Your Questionnaire.
3. Send Us Your Tax Documents.
4. Sign Your Return Electronically and Pay for Your Tax Filing.
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