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Accounts

NOTICE:

Landaas & Company clients can access personal account information through the links below to Morningstar and Pershing. Landaas & Company does not control the content or privacy practices of those websites. Click here for the Landaas & Company Privacy Statement.
If you are a client and would like secure online access to your account information through the Morningstar web portal or Pershing’s NetExchange, please contact your Landaas & Company advisor or associate.

MORNINGSTAR WEB PORTAL

For clients who already have a Morningstar web portal, please

click here for MORNINGSTAR WEB PORTAL

(opens to Morningstar website in a separate window)

To view a video on the 2018 UPDATES TO THE WEB PORTAL, click here.

For videos on how to use your web portal and to change your password, click here.

PERSHING

Landaas & Company clients who have at least some of their assets in accounts at Pershing LLC, and already have set up online access, can get account information through NetExchange.

click here for PERSHING

(opens to Pershing website in a separate window)

For online security tips, please click here.

Click here for our YouTube playlist on security.

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Landaas & Company performs investment advisory services only in those states where it is licensed, or excluded or exempted from state investment advisor licensing requirements. All responses to inquiries made by prospective customers to this internet site will not be made absent compliance with state investment advisor and investment advisor rep licensing requirements, or applicable exemptions or exclusions from licensing. MEMBER FINRA MEMBER SIPC

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