• Client Portal

Please click on an icon below to login to any of your client portal:

The information on this website is updated in real time and is believed to be reliable.  However, inadvertent errors in the transmission or inputting of information may have occurred.  If you notice something you believe to be inaccurate please call us.

KMH Client Portal

Client Portal

Visit and explore each of your individual portfolios all in one convenient, easy to navigate portal.  View your account values, portfolio performance, run reports and more.

TD Ameritrade Client Portal

TD Ameritrade Client Portal

Login to the website of TD Ameritrade Institutional, which provides brokerage and custody services to KMH. View real time account values, see monthly statements and trade confirmations, and download your annual tax forms from the actual source.

MoneyGuidePro Portal

MoneyGuidePro

The MoneyGuidePro Portal allows you to engage and explore your financial goals. Review or update your financial plan, track your progress towards your financial goals, or simply change key assumptions to see how it affects your results.