Envision Online Manager

Our Envision Online Manager provides our clients with their own highly secure, personalized website, which provides numerous benefits:

•  Consolidated investment accounts so you are able to view your entire portfolio of investments no matter where they are located

•  Investments are updated in real time so you can view your entire updated net worth, including all assets and liabilities

•  Budgetary software so you are capable of itemizing your expenses and track your monthly spending

•  Allows you to connect your credit cards & airline miles so you can track each

•  Dozens of reports & calculators for additional analysis at your fingertips

•  Store important documents, including your legal documents, investment statements, tax returns

•  Store your passport in the case of international travel & avoid the rigors of losing your passport

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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.

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