Wealth Advisory Group

Wealth Advisory Direct

You can access your Wealth Advisory Group accounts anytime through Wealth Advisory Direct. It’s safe and secure, and allows you to review your holdings, review and print statements, and connect to your other banking accounts at Lake City Bank.

 

IMPORTANT NOTICE
If you log in directly into Wealth Advisory Direct on the web, please check your email for instructions and details regarding an update to your login process that was implemented on July 8. 
 
Lake City Bank Digital App Users
If you access your account through Lake City Bank Digital, your log in process will not change by the update referenced above. 
 
If you have any questions regarding this change, please contact your relationship officer for assistance.

Access Wealth Advisory Direct

 

If you don’t have an online account, please complete our online application. For instructions on how to use the system, consult our Getting Started Guide.

If you have any questions, please contact us or call your advisor.

Investment products used by the Wealth Advisory Group are not obligations of nor guaranteed by Lake City Bank, are not FDIC insured and may involve risk, including possible loss of principal.

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