Client Access

Access all of your accounts in one place.

Client Access
A happy family walks on the beach
A happy family walks on the beach

Account Access

Please note, you will have to register for online access first if you have not already done so in order to log in. Please contact us if you need assistance.

Frequently Asked Questions

Merit is a nationally recognized wealth management firm and RIA who provides comprehensive planning and wealth management solutions. Learn more about Merit.

LPL Financial is an Independent Broker/Dealer providing support for financial professionals. Learn more about LPL.

Fidelity is a registered broker-dealer which provides brokerage and investment advisory services. Learn more about Fidelity.

The Financial Industry Regulatory Authority (FINRA) is a regulatory organization for all securities firms doing business in the United States. FINRA is dedicated to investor protection and market integrity through effective and efficient regulation of the securities industry. For more information, go to

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