Client Resources
Providing peace of mind with easy access to all of your important documents and account information.
Lido offers our clients a unique wealth management experience. We have set ourselves apart by adhering to an effective and efficient focus on our core competencies, guided by the highest standards of professionalism and integrity.
Consider Lido as a resource for any of your financial needs. We can be reached at (800) 604-LIDO.
MyLido MyLido Planning Tool |
Performance Reporting Access Performance Reporting |
Access Important Tax Documents Client Tax Document Portal |
Access your Fidelity1 Accounts Fidelity.com |
Access your TD Ameritrade Institutional Accounts2 TD Ameritrade Client Login |
