Since Trek utilizes several systems to help service our clients, we felt it was necessary to create a website focused on assisting clients with how our systems work and tips on how to use them. As an essential part of enhancing the client experience, this site is a reference guide to help answer your questions.
Learn how to use the Trek Client Portal to access the performance of your investments.
Learn how to set up and use your TD Ameritrade account online.
This is your journey | Trek Financial