Clients

 

Portfolio, Client Vault, Financial Planning and Account Access

 

 

By clicking on the “my portfolio” link below, you will be leaving Allos’ website and entering the Orion Advisor Services* reporting site where you will be able to view your portfolio allocation, performance data, charts and tax information.
My portfolio  


By clicking on the “my TD Ameritrade account” link below, you will be leaving Allos’ website and entering the TD Ameritrade* website where you can view your account summary, account activity, account performance and end-of-year tax information. 
My TD Ameritrade account  


By clicking on the “my documents” link below, you will be leaving Allos’ website and entering the NetDocuments client portal where you can view your documents, share or update documents, save personal data and important information for future access. 
My documents  


By clicking on the “my financial plan” link below, you will be leaving Allos’ website and entering the FinanceLogix website where you can create your own personalized financial plan.  Any planning completed is automatically shared with us so that we can discuss it with you.

My financial plan 


By clicking on the “my retirement plan” link below, you will be leaving Allos’ website and entering the Rj20 website where you can obtain personalized retirement plan advice.  Any retirement plan information completed or advice received may be shared with us so that we can better serve you. 

My retirement plan


If you are an Allos client, please contact us via email at info@allosadvisors.com or by phone at 913.948.7788 to receive your Portfolio and Account Access Information.


*Allos Investment Advisors, LLC is independently owned and operated and is not a partner or affiliate of Orion Advisor Services, NetDocuments, TD Ameritrade, FinanceLogix or RJ20.  Orion Advisor Services and TD Ameritrade neither recommend nor endorse the advisors or strategies of Allos Investment Advisors, LLC. Orion Advisor Services and TD Ameritrade have agreements with Allos Investment Advisors, LLC to provide services related to your account. Neither Orion Advisor Services nor TD Ameritrade have reviewed the content of the Allos Investment Advisors, LLC website and neither makes any representation to the accuracy or validity of its content. The content of the Allos Investment Advisors, LLC website is neither a recommendation nor solicitation of any offer to buy or sell securities by Orion Advisor Services or TD Ameritrade.