Broker Check

Online Access Information

LPL Account View

LPL Account View

Access your LPL Investment Accounts.

Access Account View
WealthLink

WealthLink

Organize your financial life with a consolidated view of your accounts, transactions and investments. Work directly with your advisor to set budgets and create a plan to pursue your financial goals.

Access Wealthlink
NetX Account Access

NetX Account Access

Access your Waddell & Reed Brokerage Account. If your account number starts with an alpha character click here.


Access NetX
Delaware Ivy Account Access

Delaware Ivy Account Access

Access your Delaware Ivy Funds 403b and 529 accounts.

Access Ivy

In person online access review session:

If you'd like to book a 20 minute in-person online access review session the next time you visit our office, please call or email in advance and we'll set that up for you before or after your appointment with your advisor.