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We pride ourselves on keeping up with the ever-changing suite of technology options for our clients. Technology that allows timely visibility and transparency to your assets at all times.

Below are four links to industry-leading technology platforms we offer our clients. In addition, we have a familiar relationship with both Charles Schwab and TD Ameritrade giving you the option should you prefer one over the other.

If you have any questions or need assistance logging into the portals below, contact us by phone at 858-546-1247 or email techsupport@littonfinancial.com.

The most robust option when it comes to visibility of your assets including: links to personal bank accounts, employer retirements accounts, mortgages, investment statements and more.

Gain access to TD Ameritrade’s AdvisorClient portal to see statements, 1099’s and daily activity of your accounts held at TD.

Gain access to Charles Schwab’s Customer Center portal to see statements, 1099’s and daily activity of your accounts held at Charles Schwab.

View the Accounts managed by Litton Financial in addition to the asset allocation between each account.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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Reach us via phone at
858-546-1247
Monday - Friday, 8am - 5pm

Email us

Reach us via email at
plan@littonfinancial.com,
and we’ll get back soon.

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