Client Center
Client Center
Already Working With Us? Schedule a Meeting Here
This is our preferred method to schedule meetings, thus eliminating phone tag or back and forth emails to schedule meetings.
With your permission, and if possible, we prefer to have two West Invest team members in the meeting. If not, please choose who you prefer to meet with.
Shortly after booking, we will send you:
• Appointment reminders
• A rescheduling link should you need change the day or time of your meeting
• Instructions for joining the video conference meeting (if applicable)
If you are unable to find a time that works with your schedule, please contact us for additional availability.
Resources
LPL Account View
Account view provides secure online access to view your financial accounts at LPL. Allowing you the ability to be up to date on how your investments are performing when it is convenient for you. Account View also stores all your statements, tax documents and trade confirmations electronically. Giving you the options to not have to store them yourselves Click the link below to access Account View.
West Invest Portal
A secure portal that helps you organize your financial life by linking all your financial account on one site. It also gives you access to financial tools like the vault, where you can store your important financial documents online. This portal plays an important part in our planning process by providing us access to several wealth management tools.