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My Lido

Providing peace of mind with easy access to all of your important documents and account information.


MyLido Planning Tool

Performance Reporting

Access Performance Reporting

Tax Documents

Client Tax Document Portal

Access your Fidelity¹ Accounts

Access your TD Ameritrade Institutional Accounts²

TD Ameritrade Client Login

1Fidelity Investments ("Fidelity") is an independent company, unaffiliated with Lido Advisors. Fidelity is a service provider to Lido Advisors. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments. Fidelity provides clearing, custody and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1094321.1.0

2TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Lido Advisors, LLC and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.