Client Login

Account View
With the convenience and security of Account View, you can access your most up-to-date account information from your desktop, mobile phone, or tablet with just the click of a button or tap of a finger.

WealthLink
Organize your financial life with a consolidated view of your accounts, transactions and investments. Work directly with your advisor to set budgets and create a plan to pursue your financial goals.

Fiduciary Trust Company (FTC)
Access your Ivy Funds account(s). If your account number starts with a number click here.

Goldman Sachs 529 Plan Account
A 529 plan is an education savings plan that helps individuals and families invest and save for future educational goals.
Have an account? Access it below!