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Wealth Management System

Majors & Mondragon's cloud-based financial planning website. Review your accounts managed by Majors & Mondragon, and aggregate your outside investment, loan, and cash equivalent accounts to see your entire financial picture in one place. View your financial planning projections and balance sheet, update your personal financial plan assumptions, and upload documents securely to our vault.

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TD Ameritrade

View all of your accounts held by TD Ameritrade. Download statements, trade confirmations, and tax documents.

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Retirement Plan Account Access

Click here to login to access your retirement plan information. Our retirement plan portal delivers real-time, on-demand, full access to your retirement plan details, reports and fees, as well as comprehensive educational materials and investment tools.

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