Account Access

 

View all of your accounts held by TD Ameritrade. Download statements, trade confirmations, and tax documents; update your information, and review daily account activity.

If you have a user ID and password then click on this TD Ameritrade login link (above). If you need a TD Ameritrade user ID and password then please contact our office 888-333-3818 or email deb@daviswealthmgmt.com

View all of your accounts held at Allianz Life. Download statements and tax documents; review your account daily.

View all of your accounts held at American Equity. Download statements and tax documents; review your account daily.