Current Clients

Helpful Links & FAQs

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 has a client portal and mobile app. This allows 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

Your client portal is through Orion. Through your client portal, you can view your investments, access reports, and more. Click the button below to login!

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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