Powered by TD Ameritrade
• Shows accounts that are held at TD Ameritradeand managed by Ellenbecker Investment Group.• Provides real-time asset values.• Login credentials are set up when the accountsare set up at TD Ameritrade. You will receive logininformation via email.
Advisor Client on Your Mobile Device
The same functionality from AdvisorClient.comis also available to you on your Apple or Androidmobile device. This secure app for your phone ortablet also has the ability for you to deposit checksdirectly to your account at TD Ameritrade.It offers real-time account balances and positions,transaction history, the ability to create your ownsecurity quote watch list, research and mobile checkdeposit. Please note that contributions to retirementaccounts have limitations. Consult with your EIGWealth Advisor for more information.
Powered by Morningstar
• Shows a cumulative view of accounts held at TDAmeritrade AND any accounts held away that EIGhas permission to include.• You can adjust the time frame of performanceinformation.• Quarterly EIG Consolidated Asset Summary is availableunder “Documents” tab.• Login credentials are set up by a member ofthe EIG Client Care Team. You will receive logininformation via email.
EIG Total View Has Three Main Sections
Overview: This is the primary dashboard providinga great snapshot, or total view, of your assets.
Investments: Provides more detail about portfolioholdings. The graph timeframe can be adjusted atthe top and Morningstar Research can be seen byclicking on each individual holding.
Documents: Your quarterly EIG Consolidated AssetSummary will appear here to view and download
2020 Form ADV 2A
2020 Form CRS