Client Center

Here is your source for consolidated account information! Nelson & Company Wealth Management allows you to easily consolidate and organize all your investment accounts. Access your accounts anytime from anywhere in the world on our secure website!

Check your Account Status by clicking on any of the links below. You will be redirected to the account access page.  If you don’t already have a user name and password, it will ask you to register for one.  You will need your account number in-order to register for online account information. 

• • • • • • • • • Your Financial Seatbelt Income and Goal Plan – Log in

                • Advizr Log in – See all your account balances in one place

                • TD Ameritrade Log in

                • Orion Portfolio Log in – See your investments at TD Ameritrade in a user friendly site

                • Dental or Vision Plan – Click Here

Please Note: The information being provided is strictly as a courtesy. When you link to any of the web sites provided herewith, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, sites, information and programs made available through this site. By clicking on the link above you will leave our web site and assume total responsibility and risk for your use of the site you are linking to.