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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


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.
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