Client Account Access

Get to all of your accounts from one place! Below you will find information on accessing your Osiwala Financial Group Client Portal, the Guidecenter, and TD Ameritrade accounts. If you are not a client click here.

 

Osiwala Financial Group Client Portal

Current Clients

Click below to view a consolidated list of your accounts online!

New client or need a login?

Click the button below and follow these prompts.

  1. Click on “Create Login”

  2. Enter your email address as Username

  3. Enter your Social Security Number and Date of Birth for verification purposes 

    • *NOTE: client portal logins are at the “household” level and the default verification could be linked to either spouse’s information.  If you need assistance, please call our office.

  4. Create a Security Question and Security Answer (example: What was the name of your best friend in high school?)

  5. Click the box next to “I’m not a robot”

  6. Click “Create Login"

OFG_ClientPortalLogo-35.png

TD Ameritrade

Current Clients

Click below to view a consolidated list of your TD Ameritrade accounts online! If you have any issues logging in contact the TD Ameritrade tech team at 1-800-431-3500. When the answering service gives you options, press 3.

New client or need a login?

Click on the link below, and fill out the requested information. Please note that TD Ameritrade will approve all registrations. If you have any issues with registration, contact the TD Ameritrade tech team at 1-800-431-3500. When the answering service gives you options, press 3.

TD-140.jpg

GUIDECENTER

Current Clients

Since financial guidance doesn’t end once your plan is created, the GuideCenter allows you to access information whenever you want, so you can track your goals against market fluctuations, life changes or spending decisions. In addition, it provides a “document vault” that allows us to send confidential information to you in a secure manner, and you to send us confidential documents in a secure environment as well.

Registering

Contact us at 248-828-8000 to get your account set up.

GuideCenter-Client-Login-Page.jpg

Not a Client?

If you would like to know more about Osiwala Financial Group and how our financial planning team works with all aspects of a strong retirement plan, fill out the form to the right and one of our representatives will contact you as soon as possible.