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Account Access

To access your account information, please select the appropriate option below. 

If you are unsure of which system you should be using, please contact us.


TD Ameritrade

Login

Proficient Client Center

Login


Please note that for your own security, the web portal will automatically lock after multiple failed login attempts.
 If this occurs, please contact us to assist you.


Proficient Client Center Instructions

Upon entering, please:

  1. Enter your email address.
  2. Enter your temporary password (issued by your advisor) and click “log in”.
  3. Change your password to one of your choosing upon your first login.

Please note that for your own security, the web portal will automatically lock after multiple failed login attempts. If this occurs, please contact us to assist you.

IMPORTANT NOTICE: You are now leaving the Proficient Wealth Counselors, LLC website and will be entering the TD AMERITRADE, Inc. website. TD AMERITRADE, Inc. is a registered broker-dealer and is not affiliated with any advisor(s) whose name(s) appear on this website. TD AMERITRADE neither endorses nor recommends any particular advisor or investment strategy. TD AMERITRADE does not review the Proficient Wealth Counselors, LLC website, and makes no representation regarding the content of the website. The information contained in the Proficient Wealth Counselors, LLC website should not be considered to be either a recommendation by TD AMERITRADE or a solicitation of any offer to purchase or sell any securities. TD AMERITRADE Institutional is a division of TD AMERITRADE, Inc., Member NYSE/SIPC.


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