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 Planning Tool
Performance Reporting
Access Performance Reporting
Access Important Tax Documents
Client Tax Document Portal
Access your Fidelity1 Accounts
Access your TD Ameritrade Institutional Accounts2
TD Ameritrade Client Login