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Your Accounts

TCS Financial Services offers its clients 24/7 online access to account statements and reports. Registered users may log in to access TCS FAST™, our account aggregation tool, or view their risk profiles and statements from Fidelity & TD Ameritrade, our custodians. Clients who sign up for online access will still receive statements from TCS Financial by regular mail.


If you are already a registered user, follow the links below to access our service providers' or custodians' websites.


>>Schedule appointment
>>Previously submitted Questionnaire Login

Please contact Lawrence Wiswall at 877-827-4685 if you have forgotten your username or password.

If you are a first time user, please click here. Or, click here to learn more about how we protect your account security.