Client Portals

Morningstar

Securely upload documents and view your portfolio performance.

Morningstar

TD Ameritrade

View all of your TD Ameritrade accounts, track your investments, or review your documents in one place.

TD Ameritrade

MoneyGuide Pro

Link accounts directly into your financial plan for the most up to date financial plan and scenarios.

MoneyGuide Pro

Advisory services are offered through Balanced Investment Advisors, LLC (BIA), a Registered Investment Advisor in the State of Iowa. BIA and Balanced Investment Company (BIC) are affiliated entities.