MARKETS CHANGE AND SO WILL WE. TM

LILY

CLIENT
PORTAL

Clients of Lily Wealth Management can access their accounts, download and upload forms, and request account changes from this portal.

WHAT CAN WE HELP YOU WITH?

• COMPLETE MY RISK TOLERANCE QUESTIONNAIRE

• LOG IN TO MY TD AMERITRADE ACCOUNT

• FIND A FORM

• SECURELY UPLOAD A FILE TO LILY

• MAKE AN ACCOUNT CHANGE

• MAKE A REQUEST FOR CLIENT SERVICES