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.