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Maxima Wealth Management is committed to providing our clients with secure access to their portfolio and financial planning information. The links on this page are intended for use by our clients. If you need help accessing these sites, please contact us.
Access detailed information, including monthly statements, trade confirmations, and tax statements for accounts held at Pershing through Crown Capital Securities, LP. You can also update your communication preferences with Pershing.
Access detailed information, including monthly statements, trade confirmations, and tax statements for accounts held at TD Ameritrade Institutional. You can also update your communication preferences with TD Ameritrade. For help and instructions regarding accessing your account on TD Ameritrade for the first time, please watch this instructional video.
IMPORTANT NOTICE: TD Ameritrade is a registered broker-dealer, and is not affiliated with Maxima Wealth Management or any of its advisors. TD Ameritrade neither endorses nor recommends any particular advisor or investment strategy. TD Ameritrade does not review the Maxima Wealth Management website, and makes no representation regarding the content of their website. The information contained in the Maxima Wealth Management website should not be considered to be either a recommendation by TD Ameritrade or a solicitation of any offer to purchase or sell any securities. TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA.