Account Access

To access your account information, please select the appropriate button below. If you are unsure of which system you should be using, please contact us.

TD Ameritrade Institutional

Login to TD Ameritrade Institutional
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.

Proficient Client Center

Login to Proficient Client Center

Once you enter the Proficient Client Center follow these instructions.

View Login Instructions

  • Select the link for the client portal login.
  • Enter your email address.
  • Enter your temporary password (password is issued by your Advisor) and click “log in”.
  • Upon your 1st login you will be required to change your password to one of your choosing.

Please note that for your own security the web portal will automatically lock after multiple failed login attempts.  In the event you forget your password please click on the Forgot your password? link and enter your email address. You will be sent instructions on how to reset your password. If for any reason your web portal is locked, please contact Proficient Wealth Counselors, LLC at 781-278-9488 to unlock your web portal.

Don’t Have an Account?

If you do not currently have a username and password and would like access to your account online, please submit your information using this form and our office will contact you regarding your request.

Fill out my online form.