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Client Center

TD AMERITRADE

Account information is available through the TD Ameritrade website. You will need your login ID and password provided by TD Ameritrade. If you have questions or difficulty accessing your online account information, please contact a member of our team to assist in walking you through it at 562.309.0080 or a TD Ameritrade representative at 800.669.3900 

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FTJ FundChoice

Account information is available through the FTJ FundChoice Portal. You will need your login ID and password provided by FTJ FundChoice Portal. If you have questions or difficulty accessing your online account information, please contact a member of our LDW team to assist in walking you through it at 562.309.0080 or a FTJ FundChoice Representative at 800.379.2513.

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Financial Planning

Tracking your finances and your evolving Financial Plan is easy with our RightCapital software and webportal. You will need your log-in and password provided by RightCapital. If you have questions or difficulty accessing your account online, please contact a member of our LDW Team at 562.309.0080 so that we can walk you through it.

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Securities America

Account information is available through the Securities America WEALTHSCAPE INVESTOR PORTAL. You will need your login ID and password provided by Securities America. If you have questions or difficulty accessing your online account information, please contact a member of our LDW team to assist in walking you through it at 562.309.0080 or a Securities America Representative at 800.747.6111

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