Broker Check

Account Access

Please contact your Wealth Advisor if you have not previously registered for a username and password for the sites relevant to you. Click here to find your advisor.

Financial Plans

To access your online financial plan in the Cascadia Vault, click here.

To access your online financial plan in MoneyGuidePro, click here.


Consolidated Statements

To access consolidated statements of your portfolio, click here.



Custodian Statements

To access TD Ameritade custodian statements for your accounts, click here.

To access Pershing custodian statements for your accounts, click here.

Please note: When you click on the Links above you are leaving this website. The information shown via the above links is provided by companies with which Cetera Advisors LLC does business. As Cetera Advisors LLC does not hold client funds, nor prepare client statements, Cetera Advisors LLC is not responsible for the accuracy of the information. The information is deemed reliable, but is not guaranteed. If you have any questions about information shown, you may call your Cetera Advisors LLC representative or the company preparing the statement.