Client Logins

Personal Financial Website

As a central part of our core values, a path to your goals starts with knowing where you are, and where you want to be in the future. Our personal financial portal helps you see a 360 degree view of your financial life.

TD Ameritrade

Click the link below for direct access to your TD Ameritrade login and view your latest account values and holdings, download monthly statements, tax records, and more.

Folio Client

Click the link below for direct access to your Folio Client login and view your latest account values and holdings, download monthly statements, tax records, performance history, and more.

Schwab Alliance

Click the link below for direct access to your Charles Schwab login and view your latest account values and holdings, download monthly statements, tax records, performance history, and more.

 

Sentara Capital ADV Brochure Part 2

ADV Part 2 for TD Ameritrade and Schwab Clients

Click below to download a copy of our most up-to-date ADV brochure.


ADV Part 2 for Folio Clients