Client Access

The two links (buttons) below are for the convenience of our current clients. The “Access Your Financial Plan” button will redirect you to MoneyGuide Pro’s website where you can review your goals and the results of your plan. The “Review Your Performance” button will direct you to a Tamarac’s website where you can review your performance details. If this is your first time accessing one of these, please contact your advisor to get signed up.

Other Links:

Dimensional Fund Advisors - General website for overview of mutual fund used by Meyer Gates in many of our accounts. Dimensional funds provides asset class, diversified risk based funds with no-load fees!

Fidelity - Client website for accessing documents such as online statements, trade confirmations, tax forms, prospectuses, and annual reports.  

Schwab - Client website for accessing documents such as online statements, trade confirmations, tax forms, prospectuses, and annual reports. 

TD Ameritrade - Client website for accessing documents such as online statements, trade confirmations, tax forms, prospectuses, and annual reports.