Login to retrieve monthly statements, 1099s, and other important tax docs for all of your accounts managed by Applied Capital. Required to link TD Ameritrade accounts to outside aggregators such as Mint.com or EveryDollar.
Login to see performance, allocation, balances, etc. for all of your accounts managed by Applied Capital. You can also use the client portal as an aggregation tool by adding any outside accounts, such as your mortgage, 401(k), bank, etc.