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PLEASE NOTE: As an advisory client, your brokerage accounts are held on TD Ameritrade’s Institutional Client Platform. Therefore, your account information is not available at their retail website Instead, you will be directed to an exclusive website designed for institutional clients. These links are located on the custodian’s server and are made available for your convenience only. It does not imply Certified Planners, Inc. sponsors or approves of any of these sites. When you access one of these links, you are leaving Certified Planners, Inc. website.