Client Links

SS+D Financial clients can access online account information by clicking the links below.

 

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. 

Sales Force / Client Portal - Client website for reviewing SS+D Financial's reports, performance, and for secure information transferal. 

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

Sebaly Shillito + Dyer, A Legal Professional Association General website for overview of SS+D Financial's law firm.

MoneyGuidePro - Client website for reviewing customized financial plans.