Welcome to your Dentist Advisors HQ
This is your home base to access your investment accounts, dashboard, and secure documents folder. You can also us this page to schedule a meeting with your advisor, get on-demand CE, and join our quarterly clients-only huddles.
If you ever need assistance, feel free to use the Contact Us pop-up at the bottom of this page, or give us a call at 833-DDS-PLAN.
Dentist Advisors Resources
Investment Portal
View your investment accounts and statements.
Accounts Dashboard
See all your financial accounts and net worth in one place.
Your Documents
View or download your quarterly reports or financial documents.
Administrative Support
Reach out to our admin team with general support questions.
CE Content & Webinars
Access CE credit through our digital, on-demand resources.
Quarterly Clients-Only Huddles
Register for clients-only huddles, and watch recordings of sessions you may have missed.
Elements Mobile App
Use your mobile device to log in to your Elements app
Dental Buying Power Discounts
Get access to discounts for dental industry products and services.
Intuit Quickbooks Discounts
Get your exclusive DA discount on Quickbooks Online.