We have several online account tools available to access information on your accounts being managed by Horizon Financial Services, LLC. Below is a description of each one of these resources. Click on the desired program and you will be taken directly to the login page. You may also want to bookmark these website links in your web browser.
TD Ameritrade provides online access to your accounts held there. You may access information on your account balance, positions held in your accounts, transaction detail and documents such as monthly statements and tax documents.
The Morningstar web portal is an important tool we use to communicate with you by uploading your quarterly billing and performance summaries, along with required annual disclosures. You will also find interesting and useful information on your account allocation and performance data.
E-money is a very useful tool that allows you to view your accounts at various financial companies in one easy to access the website. Account balances are updated daily in e-Money. This snap shot provides a one stop location to monitor and keep up with your overall financial picture. It also allows us to view your overall financial picture quickly when making recommendations for withdrawing funds or changes in your investment plan.