Lara Shull May

Welcome to Lara, Shull & May's Customer Account Access webpage. Here you may conveniently access your account information anytime, from anywhere. To register for access to your account information simply click the links below and follow the online registration process.

RBC - Investor Connect Receive instant access to helpful information about your accounts and the securities in your portfolio. American Funds 529 View your American Funds 529 Charles Schwab View your Charles Schwab account information. Fidelity ETF Program View your Fidelity ETF Program		SEI - Portfolio Access Features include market value calculations, activity detail, unrealized gain/loss calculations and tax lot detail. Morningstar Managed Portfolios This page allows you to view your account registration information, account balance, mutual fund allocations, and quarterly statements at any time. Note: If you have not signed up already, click "First-Time Users" link in the upper left of the Home page. One you have set up access, you may go directly to the "Log On" button.
*For use by existing customers of Lara, Shull & May and The Lara Group.