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Client Resources

Client Resources

Existing Clients: Schedule a Zoom meeting or phone call with Joanna

Access Your Accounts

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3 Financial Group provides comprehensive reporting in our client portal so you can view your accounts in one location. Check out performance and activity in your accounts.

Download Statements

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Charles Schwab provides easy online access to your statements and tax documents. As of September 5, 2023, TDAmeritrade accounts transitioned to Charles Schwab.

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