Client Resources
Providing peace of mind with easy access to all of your important documents and account information.

We at Lido provide unique wealth management experience. We have set ourselves apart by adhering to an effective and efficient focus on our core competencies, guided by the highest standards of professionalism and integrity. Consider Lido as a resource for any of your financial needs, we can be reached at (800) 604-LIDO.

Access Your Accounts

Access important tax documents through our secure online portal. 

Client Tax Document Portal

If you require any assistance, please email portal@lidoadvisors.com and a member of our team will respond to you shortly.

Access your Fidelity1 Accounts

Fidelity.com

Access your TD Ameritrade Institutional2 Accounts

TD Ameritrade Client Login

Access important tax documents through our secure online portal.

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