Client Login

Symphony Financial Planning is committed to providing our clients with ready but secure access to their portfolio and financial planning information. The links on this page are intended for use by our clients. If you need help accessing these sites, please contact us.

Symphony Wealth Portal

Our all-in-one client portal gives you a 360° view of your finances. Quickly see up-to-date information about your investment accounts managed by Symphony Financial Planning, as well as linked outside accounts. View your current net worth and investment details. Manage your spending by linking credit cards and checking accounts, create budgets, and establish alerts to notify you when you have reached spending limits that you set. Access reports for all of your Orchestra accounts including quarterly performance reports, monthly custodial statements, and annual tax reports. This portal also has a vault feature in which you can exchange documents electronically with Symphony Financial Planning in a secure environment. Please contact us for help establishing your login credentials for this site.

TD Ameritrade Account Login

Access detailed information, including monthly statements, trade confirmations, and tax statements for accounts held at TD Ameritrade Institutional. You can also update your communication preferences with TD Ameritrade. For help and instructions regarding accessing your account on TD Ameritrade for the first time, please watch this instructional video. To update your communication preferences with Symphony Financial Planning, including quarterly performance reports, please contact us directly.

IMPORTANT NOTICE: TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and Symphony Financial Planning, LLC, 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.

Reporting Center (Legacy Version)

Reporting Center provides additional functionality for Orchestra clients who want to run their own performance reports for any range of time periods based on the most recent data. Quarterly Performance Reports provided by Symphony at the end of each quarter can be retrieved here, but are also now available, along with your monthly statements from the custodian, in the Symphony Wealth Portal. Clients who wish to have access to Reporting Center should contact Symphony for instructions if credentials have not been provided in the past.