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CLIENT RESOURCES

Helpful Links to Work with Your Financial Advisor


new client

New Clients

Before getting started with our client resources page, please visit our new clients page first: New Client Page


schedule

Scheduling Appointments

We encourage our clients to schedule appointments using our online calendar. This gives Brian's latest availability and allows you to schedule phone calls, in person meetings, and virtual meetings. You may schedule your meeting here: Brian's Calendar


client portal

Client Portal

Birch Investments has a client portal and mobile app. This allows our clients to view their investment holdings, performance reporting and more. You may access the portal here: Birch Investment Management Client Portal. If you need the instructions to set up online access you may view them here.


td ameritrade

TD Ameritrade

Client assets are held at TD Ameritrade. You may access their website to view your investment accounts and link your bank accounts to move money to and from TD Ameritrade. You can access your custodian here: TD Ameritrade Login. If you need the instructions to set up online access you may view them here.


south dakota

Brookings, South Dakota

We are pretty proud of our city. If you're coming to visit be sure to check out our local favorites: Downtown Brookings


improve

Continual Improvement

We are always looking to offer more value to our clients and to be transparent about what we are trying to accomplish. For our latest roadmap read our 2019 year in review blog.