24/7 Online Access to Your LifePlan Map and Financial Accounts

LifePlan Connect

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Best for...
Viewing up to date balances and holdings of all accounts
Accessing performance reporting for TD Ameritrade accounts
Seeing everything in one place
Accessing your LifePlan Map
Click here for user guide and FAQ


Other Website Access

TD Ameritrade

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Best for...
Direct custodial access to view holdings
Monthly custodial statements and yearly tax documents

 

TCA by E*Trade

Click here to access



Best for...
Direct custodial access to view performance and holdings
Quarterly custodial statements and yearly tax documents