Client Access

Below you can log into our client site and to our preferred custodians, Folio and TD Ameritrade.

client portal

The client site is where you can see real time data on all of your accounts: investments, savings, loans, insurance and more. It also has a secure "vault" where you can store your documents. Your client site integrates with WHA's planning software to help ensure that your financial plan is always up to date and accurate. 

Folio institutional 

Folio, added to our roster in 2015, allows clients to have multiple separately managed "folios" in one account. This means we can diversify portfolios with multiple money managers and strategies. All of this shows up in one account with performance reporting at the account and the "folio" level. 

Charles schwab

Schwab offers full trading capabilities - stocks, bonds, options and more. Schwab also offers hundreds of managers in separately managed accounts (SMA). Company stock options and other corporate grants can be consolidated here with funds, stocks, bonds, ETF's and other positions.