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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 Schwab Accounts

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