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 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 ofthe EIG Client Care Team. You will receive login information 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
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.
2021 Form ADV 2A
2020 Form CRS