Client Access
Wealth Dashboard and Snapshot
Your Wealth Dashboard is a highly secure, personalize website
- Organizer: Connect all of your accounts for a consolidated view of your entire financial picture.
- Mobile: Our mobile app for Apple and Android give you access on the go and is easy, secure, and user friendly.
- Reports: Customized reports display information that you want and are easy to understand.
- Track Spending: Monitor cash flow and categorize your expenses to help you stay on the right path.
- Investments: Interactive charts and detailed summaries increase your knowledge about your accounts.
- Budget Tools: Set up savings goals and keep track of your expenses.
- Digital Vault: Store all of your important documents in a secure environment.
Additional Links That May Be Helpful
NATIONAL FINANCIAL SERVICES, LLC® (NFS)
As part of our effort to provide you with quality service, LFA has a relationship with National Financial Services, LLC, Member New York Stock Exchange (NYSE) and member of the Securities Investors Protection Corporation (SIPC), a Fidelity® Investments company, to provide trade execution, custody and other related services for your brokerage account. As custodian of your brokerage account, NFS, at the direction of LFA, is responsible for:
- The execution, clearance and settlement of securities transactions.
- Preparing and sending periodic account statements and transaction confirmations.
- The custody (or safekeeping), receipt, and delivery of funds and securities.