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

Other Website Access

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


 TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, LifePlan Group, and the other entities named 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.