To Login to your personal wealth management website, click the logo above.
This website is a data aggregator website only. It allows you to view all of your connected accounts regardless of where the account is held. The Rosamond Financial Group does not necessarily manage all of the connected accounts. You are able to connect your bank accounts, other investment accounts not held at TD Ameritrade, etc. This website is also where your VAULT is located.
You cannot view or download statements for any connected account.
We set up your wealth management website when you become a client. The user id is typically your email address but if you can’t remember what you used, call or email the office and we will send you your user information. We can also send a reset password email if you are locked out. You will receive an email with a link to reset your password.
If you have a donor advised fund with iGift, you can login to DonorView to review your account, download statements, and make grant recommendations.
Click Here to view instructions on logging in and grant recommendations.
Click here for the AdvisorClient.com User Guide with complete instructions on setting up your online access. You can also check out the features and functionality of the AdvisorClient.com website.
This is a separate login for your accounts held at TD Ameritrade. You can download statements and tax documents as well as update your delivery preferences, change your address or other profile information.
If you can’t find your user id, please call or email the office and we can locate it for you.
If you have set up a high yield savings account with us, you can also have an online account through StoneCastle's online portal. You would have received an email invitation from StoneCastle requesting you set up your online account access.
Click Here to view instructions on how to link your bank account. For all other transactions, please contact our office and we will gladly help you.
To Login to your online portal for StoneCastle, click the StoneCastle logo above. Your user name is your email address.
Please contact our office to request documents or make any changes to your 529 accounts.
If you wish, you can create your own login to download statements and tax documents, update your address or make other changes to your profile.
Follow the instructions below if you wish to create an online account.
Need a User Name and Password?
If you are logging on for the first time, you'll need to create a user name and password. Create user name and password