Getting Started

Dear BCJ Client,

We want to welcome you to the BCJ Client Learning Center! Since BCJ 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, how to use them, and where to go with additional questions. As an essential part of enhancing the client experience, this site is a reference guide to help answer your questions. If you still can’t find what you need, we encourage you to contact us!

Thank you for visiting the BCJ Client Learning Center!

Always here for you,

BCJ Service Center Team

Check the background of this firm on FINRA’s BrokerCheck.

Our Systems:

Access and track your investment accounts:

BCJ Client Portal

Transfer assets, set up accounts, track online:

TD Ameritrade

Learn how to use our secure message center:

BCJ Secure Email

Simply and securely receive and sign paperwork.

Digital Signatures

Additional Info:

Access important internet safety tips and learn more about password management tools.

Helpful Info

Can’t find what you need? Visit our FAQ page!

FAQ Page