Client Center

The client center provides our clients with a secure means for them to access their financial account information. If you would like assistance with either of these sites, contact our office and we will be happy to get you connected.

Access to your Private Client Portal:

Inspired Financial - 2015 Logo-72dpi

This site is used to review the performance of your portfolio, run reports, access quarterly statements, transactions, download your advisory fee report and save important documents in the document vault.

New Private Client Portal

Access to your TD Ameritrade Account:

TDAmeritrade Institutional LogoThis site is used for accessing your monthly statements, investment trades, trade confirmations, and year end 1099 tax forms.

How do I reset my password or find out what it is?

You can either click on the “Forgot your password?” link on the login screen or call the Inspired Financial office at 714-971-0663 and we will provide you with a temporary password. You will then be prompted to change your password when you initially login.