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Client Login

Welcome to our client login page. From this page you can 

access your TD Ameritrade account and your client portal.

Client Portal / Vault

Your client portal contains your document vault where you can find our most recent ADV 2A and Advisor 2B as well as your monthly billing statements and privacy policy. 

Charles Schwab

Charles Schwab client advisor portal allows you to view your custodial account, , cost basis and real time performance during market hours 24/7. 

Leaving Site Disclaimer
You are now leaving Kerr Wealth Management's website and are going to a website that is not operated by the firm. We are not responsible for the content or availability of linked sites.

 

ABOUT THIRD PARTY LINKS ON OUR SITE
Kerr Wealth Management offers links to other third party websites that may be of interest to our website visitors. The links provided in our website are provided solely for your convenience and may assist you in locating other useful information on the Internet. When you click on these links you will leave Kerr Wealth Management' website and will be redirected to another site. These sites are not under the control of Kerr Wealth Management.

Kerr Wealth Management is not responsible for the content of linked third party websites. We are not an agent for these third parties nor do we endorse or guarantee their products. We make no representation or warranty regarding the accuracy of the information contained in the linked sites. We suggest that you always verify the information obtained from linked websites before acting upon this information.

Also, please be aware that the security and privacy policies on these sites may be different than Kerr Wealth Management policies, so please read third party privacy and security policies closely.

If you have any questions or concerns about the products and services offered on linked third party websites, please contact the third party directly.

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