Investment Management Software

Software is kind of like working with someone you enjoy.  It takes a bit of time and effort to get to know that person, but after you do, outside of an occasional tweak, you pretty much can consistently know what to expect. Click "TD Ameritrade" button below to access site.


TD Ameritrade

The custodian where your investments are held is TD Ameritrade

TD Ameritrade New User Set Up

New Account Set Up

5:33 minutes of self-onboarding

TD Ameritrade Advisor Client Website Navigation.jpg

Website Navigation

14:35 minutes of tutorial


“Most physicians, no matter what their specialty, labor under the illusion that because they were smart enough to get into med school, that talent somehow carries over to investing. Rest assured it doesn’t.”
William Bernstein, M.D.


TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and Physician Advising 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.