Telemus

client portal

account access

If you have general questions regarding your Corestone Account or Visa debit card, please call (800) 547-7008 within the United States or call collect at (610) 382-8380 outside of the United States. Live customer service is available Monday through Friday, 8:30 a.m. – 6 p.m. (ET).

To obtain your login credentials for your Pershing or TD Ameritrade account, please call toll-free 855-TELEMUS and ask to speak with your Financial Life Specialist.

Get a personalized risk assessment

Help us get to know where you stand today including your financial goals, objectives and risk profile. Our suitability assessment includes a review of the assets, liabilities, and cash flow that makes up your financial life.

Start investing the simple way

Once you’re matched with the right portfolio, we take care of the more complex parts of investing (like tax-loss harvesting and portfolio rebalancing) throughout the year.

Receive support at every step

You are in the driver’s seat — but you are never alone. Our award-winning team manages over $3 billion in client assets* and is here to support you at each step along your path to financial independence.

*View important disclosures

A solution tailored to every investor

Your portfolio should represent you: your goals, your tolerance for risk, and your choices. Telemus Digital adapts your portfolio to your unique investment style.

Ultra Conservative
Conservative
Moderate
Balanced
Aggressive
Ultra Aggressive

Equities

Fixed Income

Cash

Equities

Fixed Income

Cash

Equities

Fixed Income

Cash

Equities

Fixed Income

Cash

Equities

Fixed Income

Cash

Equities

Fixed Income

Cash

It’s easy to get started

Set off on the road to financial independence by filling out a few basic questions about yourself and your goals

Help Center

Not sure if Telemus Digital is right for you? Connect with an advisor below who can answer common questions about investing on Telemus Digital, and walk you through the setup process.