Access Your Portfolio

Direct access to account information from your laptop or home computer.

Log on to TD Ameritrade Institutional Services by clicking the TDA Logo:

TD Ameritrade Institutional Services is the clearing broker and custodian for our clients’ assets. TD Ameritrade Institutional Services is a division of TD Ameritrade Investor Services, Inc.

Please Note: The site you are about to be directed to is not affiliated with Gualario & Co. The information contained therein is provided for reference purposes only, and there is no guarantee of its accuracy or completeness. Links from this website to any other website do not mean that Gualario & Co. approves of, endorses or recommends that website. Client monthly statements constitute the definitive source of account information.

If you are an existing client of Gualario & Co. and would like a user name and password to view your account online, please contact the company at (212) 487-2500.

GUALARIO & CO., LLC