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Online access to your account information

Security

Landaas & Company provides two separate spots for clients to check in on their personal investments securely anytime online.

Morningstar Web Portal

Morningstar helps you track your investments, both collectively and individually, over various periods. Interactive graphics help visualize returns as well as asset allocations.

Because Morningstar is not the custodian of your investment accounts, the information in its reports is not official, as it would be in statements from custodians, such as Pershing (See below.).

Under “Menu,” the Morningstar portal also has a “Documents” section where advisors post individualized statements on investment returns at the end of each month. This part of the portal lets clients and advisors securely exchange documents such as Trusted Contact Notices.

Pershing’s NetXInvestor

Pershing LLC is the clearinghouse holding the bulk of investment assets owned by Landaas & Company clients. Pershing’s NetXInvestor site provides official statements and tax documents on accounts.

NetXInvestor also offers various views of your investment portfolio and its component funds, including balance summaries and transaction histories going back up to two years. (The Financial Organization # for Landaas is 7LD.)

To find 1099 tax forms on NetXInvestor, go to “Communications” and then “All Documents” and click “Tax Documents.”

To instruct Pershing to send documents securely to your email, go to “Communications” and then “Settings” to set up “e-Delivery Preferences.”

NOTICE:
Landaas & Company does not control the content or privacy practices of the websites for Morningstar or Pershing. Click here for the Landaas & Company Privacy Statement.
Learn more
When Should I …expect my tax forms?
For additional information on the Morningstar web portal, including instructional videos and how to change your password, please click here.
For online security tips, 
please click here.
Click here for our YouTube playlist on security.
(initially posted March 2, 2023)

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No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can be rendered only after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures.
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.
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