I'm a Client

Who We Are

Since 1998, we have helped your financial professional serve you by providing the tools and resources they need to manage your financial accounts and develop appropriate investment strategies based on your goals.

How We Support Your Financial Professional

Your financial professional is supported by a network of premier partners, who bring strength, stability and security to strategies that are designed to work for today and tomorrow. All with one goal in mind — your success.

Operational Support

Triad provides your financial professional with back office, technology, regulatory and operational support to help further your financial well-being.

Investment Support

Through our firm, your financial professional can offer you access to thousands of diverse financial options. We are not in the business of creating and marketing our own investment products. This allows your financial professional to offer objective investment advice.

Clearing Support

We provide your financial professional with clearing services through either Fidelity or Charles Schwab. A clearing firm works with various financial exchanges to handle confirmation, delivery and settlement of your financial transactions.

Log in to Your Account

Use the links below to log in and access your investment accounts with Fidelity or Charles Schwab.

Triad Advisors partners with many financial institutions. If you are unsure which financial institution your account or policy is carried with, contact your financial representative.

Need Help?

If you’re a client and need help with your account, please contact your financial professional.

Fidelity

Charles Schwab

TD Ameritrade

* TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Triad Hybrid Solutions, LLC, 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 name or 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.