PHONE: 414-223-1099 TOLL-FREE: 1-800-236-1096

Accounts

WEB PORTAL

Through its relationship with Morningstar, a global leader in independent investment research, Landaas & Company can provide clients a private web portal with secure online access to their account information.

For clients who already have a Morningstar web portal, please

click here for MORNINGSTAR WEB PORTAL

To watch an introductory video explaining more about the web portal, click here.

For a video tutorial on how to use the web portal, please click here.

How to change your Morningstar web portal 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

If you are a client and would like to register for a web portal or access to Pershing’s NetExchange, please call the phone number above to contact your Landaas & Company advisor or associate.

For online security tips, please click here.

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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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