Account Access

When you work with Lara, May & Associates, we connect you with the investments that are right for you. Follow the links below and login to access secure information 24/7 for your accounts held at these respective custodians.

Access Online  allows you to have access to your investment accounts held at First Clearing1 whenever it’s most convenient for you. This free and secure online service, provides you with up-to- date, detailed account information, the latest news and research reports, and more, 24 hours a day, 7 days a week.2

  • View real-time account information for your individual accounts or entire household
  • Download your account information to Quicken® or Microsoft® Excel
  • Securely access up to seven years of your statements, trade confirmations and tax documents/1099s.
  • Set up market and balance alerts to help you monitor securities, market news, and account balances.

1First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
2During times of high volume of trading at the market opening, or intra-day, clients may experience delays in system access, or execution at prices significantly away from the market price quoted or displayed at the time the order was entered.

LMA Wealth Portal –Our interactive wealth management tool. Consolidate and view  your investment and retirement accounts on one secure website. Ask your Advisor how to set up your own LMA Wealth Portal.

American FundsView and manage your CollegeAmerica 529 Savings Plan account.

Charles SchwabEasy access to all of your Charles Schwab account information.

Morningstar Managed Portfolios– Complete account information on your investments in any of the more than 40 portfolios managed by Morningstar.

Trouble logging in to your account? Contact your advisor, or call our main office at 703-827-2300.