Access your LPL Investment Accounts.
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 your Waddell & Reed Brokerage Account. If your account number starts with an alpha character click here.
Access your Delaware Ivy Funds 403b and 529 accounts.
Brokerage Account First Time Log In Instructions
Brokerage Account Security Question Set Up Instructions
Brokerage Account Verification Set Up Instructions
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.