Client Access
Quantum Portals
Access your investment data, reports and statements. This is our standard portal for accessing your investment information.
Click here for an overview of the Investment Portal layout
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 images below to access.
TD Ameritrade has transitioned to Charles Schwab as of Sept. 5, 2023
