Client Account Access

Access your account information, performance reports, and important documents through our secure online platforms and client portal access.

Heritage Financial Counselors Client Portal

Envestnet

Investment Portal

eMoney Advisor

Your Personal Financial Planning Website

TD Ameritrade

Monthly Statements, Current Balances, and Tax Documents

TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and Heritage Financial are separate and unaffiliated firms, and are not responsible for each other's services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. For more information about TD Ameritrade Institutional, please visit www.tdainstitutional.com.

Charles Schwab & Co.Charles Schwab & Co.

Monthly Statements, Current Balances, and Tax Documents

These materials have been independently produced by Heritage Financial Counselors. Heritage Financial Counselors is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates ("Schwab"). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Heritage Financial Counselors provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

Important Security Notice

Your account security is a top priority. Never share your login credentials with others. If you suspect unauthorized access to your account, contact the appropriate service provider immediately.

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Important Disclosure

Heritage Financial Counselors, LLC, is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Heritage Financial Counselors, LLC, and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Heritage Financial Counselors, LLC, unless a client service agreement is in place.

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