Links for CMP Financial Planning Clients
CMP Client Portal Logon: Client logon/password available through CMP.
Symmetry/TCA online access: Client logon/password available through CMP.
TD Ameritrade client logon: Client Logon. First time users hit the “Get Started” button at the bottom. You will need your account number to set up your ID and password.
Helpful and Educational Links
College Advantage -Website for Ohio’s 529 Savings Program which includes helpful information and accountholder login
Dimensional Fund Advisors: Offers a full range of mutual funds based on Nobel Prize winning academic research
MorningStar Research -Provides insight & analysis on mutual funds, stocks, the economy, as well as many other relevant investing topics.
Saving for College: Website dedicated to helping individuals and better understand how to meet the challenge of paying higher education costs. And lots of information about 529 college savings accounts.