Client Login

Access your accounts via TD Ameritrade or our client portal

View your holdings, recent trades, cost basis, and performance of your Suqutra Investment financial accounts held at TD Ameritrade. You can also access monthly statements, tax forms, and use proprietary research tools.

TD Ameritrade Institutional Accounts

Interact and see all of your Suqutra accounts and any linked outside financial accounts for a consolidated view of your entire financial picture. You can view your net worth, create financial plans, review distributions strategies and more

Personal Financial Management Information

Appointment or Upload

Prefer to set an appointment or need to upload documents


Feel free to request an appointment at the time and date that works best for you.

Set an Appointment

Securely upload documents to be reviewed or download documents from your financial planner for your review. 

Upload or Download Documents