To view your client and adviser managed basic account information (list of managed accounts by platform with client name, account number, risk tolerance, current value, year-end value, and simple rate of return), please select the Creative Financial Designs logo below and type in your username and password (same as your cfd Investments, Inc. username and password). 

If you would like to see a breakdown of your clients managed accounts portfolio (account number, client name, investments account is holding with values and shares, and allocation breakdown) select the Investigo log-in below (username and password is what was provided to you):

"RIA Virtual Office"

Investigo Login