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Client Access

Quantum Portals

Quantum Investment Portal

Access your investment data, reports and statements. This is our standard portal for accessing your investment information.

Quantum Planning Portal

Access the financial planning portal for your overall financial information. If you aren’t sure you have access to this platform, please reach out to your Quantum Advisor.

For Quantum Portal Mobile Access information, click here

Custodian Access

You can also log in directly to your investment accounts with the custodian. Click the image below to access.

TD Ameritrade has transitioned to Charles Schwab as of Sept., 2023