David Lerner Associates has upgraded its client access portal. Beginning 11/20/17 you will need to register as a new user to access your account. You will need your new RBC Correspondent Services account number to register. The account number can be found in the transition materials mailed to you in recent weeks or you can contact your Investment Counselor.
As a David Lerner Associates client, you will now have easy, secure access to your account information through Investor Connect. This replaces the David Lerner Associates previous online account portal and will require you to register as a new user.
If this is your first time accessing Investor Connect, please use the “Register now” link below (or the button above) to get started.
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.