Client Portal – Advisor Vault

The Client Portal will provide secure access to important documents and transmission of sensitive data (i.e. applications, service forms requiring a signature, annual privacy policy and other disclosures requiring delivery).

If you already have a login and password, please click the link below. If not, your Nelson advisor will contact you for set-up when you have documents to be reviewed.

Advisor Vault

Cyber Security is of the highest priority for Nelson Securities, Inc.

ACCOUNT ACCESS

As a value added service, Nelson Securities, Inc. provides our clients with online access to their investment accounts including Managed Accounts at TD Ameritrade Institutional, Direct Mutual Funds and Variable Annuities.

To ensure all of your Direct Fund accounts and Variable Annuity contracts remain linked to Nelson Securities for additional support, be sure to contact your Representative when opening new accounts or updating information. Not all of our recommended fund families or variable annuity companies offer online access; however, as they do we will make that access available.

For your protection, each company requires a User ID/Login Name and Password or PIN (Personal Identification Number) to access your account(s), which must be established prior to your first use. Instructions on how to establish a User ID/Login Name and Password/PIN are found on each company’s login page that is reached by clicking on each company’s name listed below.

Managed Accounts

TD Ameritrade Institutional

For Online Account Access, you can set up access directly at TD Ameritrade Institutional's Secure Advisor Client website. Click on the "Set up my profile" link under the green Log In button and follow the instructions. You will need your TD Ameritrade Institutional Account number and your Zip Code. Once you have logged in, you will be asked to set up Security Questions and reset your UserID and Password. Online Account Access at TD Ameritrade Institutional is for viewing account information only.
TDA's Technical Services are available at 800-431-3500 Option 2 or call your Nelson Securities Financial Professional for help at 800-345-7593.