Welcome! As a client of RockCrest Financial, you have exclusive access to some great benefits, including the ability to see a 360-degree picture of your finances on-demand; share documents with your advisor in an easy, secure portal; and access your financial plan “real-time” 24/7.
How can we help?
Get a 360-degree view of all your financial accounts, positions, transactions, asset allocation and performance.
Share important documents with your advisor in a secure, encrypted portal
Access your financial plan “real-time” 24/7! (financial planning clients)
If you have an account at TD Ameritrade Institutional that RockCrest manages on your behalf, you can access it directly at TDAI
Check out our blog section of updates specifically for clients of our firm
Use our online calendar to schedule a meeting by phone, in-person, or for an online presentation