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Client Center

CLIENT PORTALS




Training Videos


Schedule Meetings

Learn to schedule office meetings, web meetings, and phone meetings quickly and easily! 


Submit Service Requests

Learn how to submit a service request to TVFP. (Redeem funds, invest funds, change address, etc.) 


Access Investment Accounts

Learn how to gain access to your accounts held on the TD Ameritrade platform.


Family Website 

Learn how to access your family financial website. Now you can see all of your financial affairs in one secure place.