Online access and commonly asked questions
Current Clients of Lucia Capital Group
Log in to Your AccountPersonal Financial Dashboard LCG Reporting Portal RBC Investor Connect® Schwab Alliance
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.Submit a Client Support Request
Commonly Asked Questions
Can I access my Personal Financial Dashboard from my smartphone or tablet?
Yes, your Personal Financial Dashboard can be added to the home screen of your smartphone or tablet as a mobile bookmark. Click here to download the setup guide.
How do I register for online account access?
If you are a client of Lucia Capital Group, visit our Client Support page to request access to your Personal Financial Dashboard or the LCG Reporting Portal.
If you would like to register for Investor Connect®, simply click here. To add additional accounts, such as a spouse, to your Investor Connect® access, please contact your financial advisor at (800) 644-1150.
What if I have questions regarding my investments, portfolio, and/or performance?
For questions regarding your account, investments, or performance, please contact your financial advisor at (800) 644-1150 or complete a Client Support ticket.
What is 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.
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. RBC and Investor Connect are not affiliates of Lucia Capital Group or any of its subsidiaries.
I forgot my username and/or password to Investor Connect®. Now what?
If you misplaced your Investor Connect® username or password, please follow the account recovery instructions by clicking the User ID & Password Help link on the Investor Connect® site. If you still require assistance, please contact the RBC Investor Connect® service desk at (800) 933-9946.
Please note that your financial advisor cannot help you recover a lost or forgotten username and/or password.