Dentist Money Membership

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.

schedule a call with your advisor

Secure Document Upload

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.