Majestic Oak Financial - Client Resources

CLIENT RESOURCES

Useful Links

TD Ameritrade Institutional Services - For those clients who have requested online access to their brokerage accounts at TD Ameritrade, click here to go to TD Ameritrade's login screen. If you do not currently have online access to your account and would like access, give us a call or contact us by email.

AnnualCreditReport.com - Once every 12 months, you can obtain a free copy of your credit report from each of the three major credit reporting companies: Equifax, Experian and TransUnion. I strongly recommend that you take advantage of this opportunity by going to AnnualCreditReport.com. You can also call them at 1-877-322-8228.

Majestic Oak Financial's Quarterly Investment Letter

To review back issues of the Investment Letter that accompanies your Quarterly Investment Report, click on the links below:

2nd Quarter 2010 - News You Can Use - Will Financial Reform Fix Anything?

1st Quarter 2010 - News You Can Use - Confused by Estate Planning Rules?

4th Quarter 2009 - Is a Roth Conversion Right for You?

3rd Quarter 2009 - Spam, Spam, and More Spam

Links to other internet sites are included as a convenience for users. Majestic Oak Financial assumes no liability for the content or presentation of linked sites. No warranty or representation is provided for any information or software that may be downloaded from this website.