Video

Sometimes, things are a lot easier (and more interesting!) to learn through video. Education is so important to us, and we want to make sure you understand the what, the how and the why when you partner with us. Check some of our latest videos on common questions below - or check us out on our YouTube page!

Step by step instructional video on how to create your Bolt Financial Group login for first time users.

Step by step instructional video on how to create your TD Ameritrade login for first time users.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. The videos included should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel.