LOYD FINANCIAL MANAGEMENT, INC.
Client Login
Wealth Manager is your personal financial website, allowing you to aggregate all of your accounts, assets and liabilities in one place and see your net worth updated on a daily basis. By linking your accounts we will be able to better collaborate with you and more accurately plan your future by showing the long term effect of taxes, social security, and investment returns.
Below, you may access your Charles Schwab accounts to view daily account balances as well as access your monthly and quarterly reports.
To log into your Envestnet account portal, please use the link below.
To log into your CollegeInvest account portal, please use the link below.
To log into your Nationwide account portal, please use the link below.