My RoseCap Portfolio

If you have a portfolio managed by RoseCap Financial that is not an employer sponsored retirement plan, click here to login to your account.  Once logged in, you will be able to see account balances, performance, asset allocation, transactions, and more.

 

My Financial Plan & Budget

If your advisor has created a financial plan for you, click here to login and access that plan and budget online.  Once logged in you will be able to view your assets, liabilities, net worth, projected cash flows, and more.  This tool will also allow you to aggregate all outside accounts for inclusion in your plan.

 

My Employer Sponsored Retirement Plan

If you have an employer sponsored retirement plan that works with TD Ameritrade as the recordkeeper and custodian, click here to login to your account.  Once logged in you will be able to change your elective deferrals (contributions) to your account, select investment options, and more.