Clients have multiple ways of viewing their investments managed by Kay Quinn Financial:
- TD Ameritrade – custodial website with up-to-date holdings, balances and transaction history
- Morningstar Portal – performance reports prepared by KQF
- eMoney – financial planning software with aggregated account holdings and values
Links to login to each of these portals can be found by clicking here. Additionally, see the videos below that will walk you through Morningstar and TD Ameritrade.
How to navigate to and login to the Morningstar portal.
