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My IDB Lido

Providing peace of mind with easy access to all of your important documents and account information.

These links are provided as a courtesy only. IDB Lido does not guarantee the accuracy of the content or otherwise endorse any third-party providing the tools/software.  It also should not be assumed that the third-party provider endorses or recommends IDB Lido as an investment adviser.

My IDB Lido

My IDB Lido Planning Tool

Performance Reporting

Access Performance Reporting

Tax Documents

Client Tax Document Portal

Access your Fidelity¹ Accounts

Fidelity.com

Access your Schwab Accounts

Schwaballiance.com