(800) 644-1150

Client Portal

 

LCG Client Portal

The LCG Client Portal is your gateway to our premiere household and account aggregation software. Enjoy a consolidated household statement and reports for your investments, bucket strategy allocation, and account level holding specifics.

View all of your accounts in one place with “Consolidated View,” adding outside accounts you manage including your 401(k) or discount trading account. You can connect all accounts in order to consolidate and simplify your investment reporting. Register today or start syncing your outside accounts.

Log into LCG Client Portal Register Now | Setup Account Sync

Investor Connect®

Provided by RBC Correspondent Services, Investor Connect® provides online access to your brokerage and advisory accounts held with RBC. Check your current and historical balances or instantly view a detailed summary of your holdings including money market funds, securities, and more.

Log into Investor Connect®

For login assistance, we recommend using the Investor Connect® login recovery link before contacting your financial advisor for support. For additional inquiries, contact your financial advisor.

Investor Connect® is provided to Lucia Capital Group by RBC Correspondent Services, LLC, a division of RBC Capital Markets, LLC. Neither RBC Correspondent Services, LLC nor RBC Capital Markets, LLC make any representation or warranty, express or implied, regarding the timeliness, accuracy, completeness, or reliability of the information contained therein.

Online Support

To contact Lucia Capital Group regarding a review of your portfolio with your financial advisor, or for online support, click here to complete a support request. If you require immediate assistance, please contact your financial advisor by calling (800) 644-1150.

You can also consult our Commonly Asked Questions for issues related to the LCG Client Portal, Investor Connect®, or the services outlined on this page.

Client Support Commonly Asked Questions

Manage your accounts on the go!

Download the LCG Client Portal mobile app today, now available in the App Store and on Google Play!
LCG Client Portal in the App Store LCG Client Portal from Google Play