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.

Access Wealth Advisory Direct

NOTICE FOR APP USERS: Effective 01/15/2023, any Wealth Advisory Direct mobile users currently using the Android mobile app will need to update to a new version through the Google Play Store.

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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