Clients of Delphinus Financial Advisors, LLC, may access the following sites through the links below:
Investment Portfolio
Investment accounts, balances, holdings, and activity
Secure File Sharing
- Securely upload and download files
- Access saved files and documents
Direct Custodian Access
- TD Ameritrade Institutional direct online access
- View and download account statements and tax documents
- View account balances and activity
Account Linking
- Link your employer accounts [such as your 401(k), 403(b), and HSA]
- Link other accounts that Delphinus doesn’t directly manage