Broker Check

Elizabeth P. Sampson, CFP® and Richard J. West, CMFC®
Offering individualized financial
& investment planning services

(781)404-7009    (978)206-2375


For simplicity, it is suggested that clients utilize the Wealth Management Site to access their online accounts as the portal will compile all investment accounts rather than only specific account types as described below. However, we are happy to offer alternative account access options should it fit your needs.

Please note that each of the below account accesses require their own passwords and user names.

Mutual Fund Account Access

Mutual Fund Account Access

Access your Ivy Investments account(s). If your account number starts with a number click here.

Access Waddell & Reed Account
Brokerage Account Access

Brokerage Account Access

Access your Pershing Brokerage Account. If your account number starts with an alpha character click here.

Access Pershing Account

Questions about your account? Please contact us.

Thank you!