Investor-Connect: Access to your account online.

As a David Lerner Associates client, you have easy, secure access to your account information through Investor-Connect

If this is your first time accessing Investor Connect, please use the “Register now” link below to get started.

Having trouble logging in? Click here.

Historical Account Documentation

If you were a registered user on David Lerner Associates’ previous online account portal, you can still view historical statements, confirmations and tax documents using your original username and password.

» Click here to access historical account documentation

If you are having problems accessing your historical account information, please call your Investment Counselor OR you can submit a written request for assistance by clicking here.