• Rockville 301.770.5234
  • Falls Church XML 703.790.5999 or LMA 703.827.2300
  • Frisco 970.668.5700
  • BrokerCheck

Account Access

FIRST CLEARING Access Online

Access to your investment accounts held at First Clearing1 whenever it’s most convenient for you. This free and secure online service provides you with detailed account information, industry news and more.2

  • View real-time account information for your individual accounts or entire household
  • Download your account information to Quicken® or Microsoft® Excel
  • Securely access up to seven years of your statements, trade confirmations and tax documents/1099s.
  • Set up market and balance alerts to help you monitor securities, market news, and account balances.

LMA Wealth Portal – Consolidate the viewing of your investment and bank accounts on one secure website. Ask your representative how to set up your own LMA Wealth Portal.

Trouble logging in to your account? Please use the instructions provided on the respective site to reset your password.  To set up your initial online access please contact your representative.

INVESTOR EDUCATION

Learn about investing, build your financial knowledge and protect yourself from fraud. This includes keeping up-to-date with industry changes, consumer threats – such as email or cyber threats, and issues that arise in different chapters of your life. Below are just a few helpful resources.

 

First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

During times of high volume of trading at the market opening, or intra-day, clients may experience delays in system access, or execution at prices significantly away from the market price quoted or displayed at the time the order was entered.

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We offer a full suite of investment services
For
advisors

Whatever your current background is in an investment advisory capacity, We can help you think about, address, and execute on the decision to go independent.

Our
Services

The Wealth Advisors offers very personalized and consultative financial services.

Brokerage
Services

Brokerage Services through our affiliated broker dealer.

FIRST CLEARING Access Online

Access to your investment accounts held at First Clearing1 whenever it’s most convenient for you. This free and secure online service provides you with detailed account information, industry news and more.2

  • View real-time account information for your individual accounts or entire household
  • Download your account information to Quicken® or Microsoft® Excel
  • Securely access up to seven years of your statements, trade confirmations and tax documents/1099s.
  • Set up market and balance alerts to help you monitor securities, market news, and account balances.

LMA Wealth Portal – Consolidate the viewing of your investment and bank accounts on one secure website. Ask your representative how to set up your own LMA Wealth Portal.

Trouble logging in to your account? Please use the instructions provided on the respective site to reset your password.  To set up your initial online access please contact your representative.

INVESTOR EDUCATION

Learn about investing, build your financial knowledge and protect yourself from fraud. This includes keeping up-to-date with industry changes, consumer threats – such as email or cyber threats, and issues that arise in different chapters of your life. Below are just a few helpful resources.

 

First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

During times of high volume of trading at the market opening, or intra-day, clients may experience delays in system access, or execution at prices significantly away from the market price quoted or displayed at the time the order was entered.