Client Center

Account information is available through the Charles Schwab website. You will need your login ID and password provided by Charles Schwab. 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 Charles Schwab representative at 877.519.1403 

*Previously FTJ Fundchoice

Account information is available through the Orion Portfolio Solutions WebPortal. You will need your login ID and password provided by Orion Portfolio Solutions. 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 Orion Portfolio Solutions Representative at 800.379.2513.

Account information is available through the Fidelity Investments Website. You will need your login ID and password provided by Fidelity Investments 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 Fidelity Investments Representative at 800.343.3548.

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.