Wealth Management Account Access

WEALTH MANAGEMENT ACCOUNT ACCESS

Log into your Wealth Management account(s) online.

Find and log in to your First Metro Wealth Management account(s) online.

1834² / First Metro Wealth Management Account Access

Client Point
View account holdings and access information about your cash position, market value, tax position, recent transactions and pending trades.

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Client Point Documents

Answers to Your Questions About Using Client Point

Client Point Enrollment Form

Retirement Direct

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First Metro Investments Account Access

Account View (LPL)¹View account holdings and access secured information about your First Metro Investments¹ account(s); powered by LPL Financial.

Access Your Account

WealthView (LPL)¹Hosted by LPL Financial, view secured information about your First Metro Investments account(s) and financial plan and goals.

Access Your Account

First Metro Wealth Management is the umbrella marketing name/logo for wealth-related services, including First Metro Investments, First Metro Private Banking, and 1834 services. First Metro Wealth Management, First Metro Private Banking, and 1834 are not affiliated with LPL Financial.

¹ First Metro Investments: Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. First Metro Finance and First Metro Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Metro Investments, and may also be employees of First Metro Finance. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Metro Finance, First Metro Private Banking or First Metro Investments. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

² 1834: Investment instruments utilized by 1834 are not insured by the FDIC nor any other government agency, are not deposits or other obligations of 1834, First Metro Wealth Management, First Metro Finance, its parent company or affiliates, and involve investment risk including the possible loss of principal invested.

true

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