When it comes to your investments, we want you to feel in charge and kept in the loop. To ensure that, we've put together this page with resources that you may need. As always, if you have any further questions, feel free to call our office at 870-275-4304. 

Investor Resource Center


TD Ameritrade Frequently Asked Questions

We answer the most frequent questions that we get -

Access to RightCapital Software

RightCapital is our Financial Planning software.  Login to see a comprehensive look at your financial picture.

Frequently Asked Questions:

Access to Investment Client Portal

The go-to place for investment clients to gain access to statements and online balances, as well as to see performance.  

Access to the Charles Schwab Learning Center

The learning center will give you access to your Charles Schwab account. From there, you can set up and manage your accounts.