LMA Wealth Portal – Consolidate the viewing of your investment and bank accounts on one secure website. Ask your Advisor how to set up your own LMA Wealth Portal.
American Funds – View your direct or CollegeAmerica 529 Plan account.
Charles Schwab – Access to your Charles Schwab account information.
Morningstar Managed Portfolios– a third party manager.
Trouble logging in to your account? Please use the instructions provided on the respective site to reset your password. Contact your LMA advisor to set up initial online access.
Learn about investing, build your financial knowledge and protect yourself from fraud. This includes keeping up-to-date with industry changes, consumer threats – such as email or cyber threats, and issues that arise in different chapters of your life. Below are a few helpful resources.
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.