BWFA CLIENT ACCESS PAGE
If you are having trouble logging into any of these sites please call us immediately at 410-461-3900. We will walk you through the process step-by-step.
You can access your BWFA accounts via the TD Ameritrade link BWFA Investment Accounts .
You can access your BWFA stored documents and upload new documents via Citrix Sharefile. See link to BWFA’s Client Cloud here.
You can send a secure encrypted email message to your advisor or any of our BWFA staff members by using the Zix platform. Click here to begin messaging.
Please also take a look at BWFA’s upcoming educational seminars and sponsored events throughout the year by clicking this link Seminar Schedule.