A Modern Way to Monitor Your Wealth
Use this portal to stay updated with your account's performance, asset allocation and holdings. Also, use the vault feature to view important documents like your account application, investment advisory agreement, financial plans, estate documents and more.
Note: All account values in the Cogent Client Portal are as of the close of the previous business day. Trades can not be placed and money can not be moved using this portal. For these items, log into your TD Ameritrade portal (see below).
Immediate Access to Your Money
AdvisorClient is TD Ameritrade's online access service made especially for clients of Registered Investment Advisors. Use this site to see real-time account values and position prices, place trades and initiate money movements like checks, wires, ACH transfers and IRA distributions. This is also where you access account statements, tax documents and trade confirmations. In addition to accessing your accounts online, you may contact TD Ameritrade by phone at (800) 431-3500. Click here to learn more about the capabilities of AdvisorClient.
TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC & TD Ameritrade Clearing, Inc., TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc., and The Toronto-Dominion Bank. Cogent Independent Advisors is not affiliated with TD Ameritrade or any of it's subsidiaries.
Learn more about the relationship between you, Cogent and TD Ameritrade.