Current Clients

Account Access & Online Scheduling

Scheduling

We encourage our clients to schedule appointments using our online calendar. Through this link you can schedule virtual check-in’s, or in-person meetings:

View Brian's Calendar

Client Portal

Birch Investments offers a client portal and mobile app. These allow our clients to view their investment holdings, performance reporting, and more. You can access the portal here: Birch Investment Management Client Portal.

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.

Access Your Client Portal

Through your client portal, you can view your investments, access reports, view your custodial statements, retrieve tax documents  and more.

Have questions? Reach out! Our team is here to help. Email us at: Brian@birchinvestment.com or schedule a call by clicking here.

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