Accounts
Landaas & Company clients can access personal account information through the links below to the web portal and Pershing. Landaas & Company, LLC does not control the content or privacy practices of those websites.
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Web Portal
Provided by Orion, this web portal provides clients with online access to their account information and a secure way for clients and advisors to exchange sensitive documents.
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Pershing
Landaas & Company clients who have at least some of their assets in accounts at Pershing LLC, and already have set up an online account can access account information through NetXInvestor below.
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Helpful Resources
6 ways to get more from virtual appointments
Here are some tips for getting the most out of remote portfolio reviews.
Advancing age, declining capacity
Declining financial skills may be inevitable as we age. Accordingly, we should take steps to protect our wealth from ourselves.