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TD Ameritrade Institutional


Your investment accounts taken care of by Westlake Wealth Management are held at TD Ameritrade Institutional.

Access your online statements, account positions and retrieve tax statements.


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Westlake Wealth Management Performance Reports


Your entire financial picture in one convenient place.

View your performance reports, net-worth statements, cash flow statements, budgeting, and access to your secure vault.


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TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and Westlake Wealth Management, are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.