KEMBA Wealth Management Home Page is Under Construction

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What You Need to Know:

  • Accounts Remain Active: Your accounts are fully active and funds accessible.
  • New, More Secure Accounts: We apologize for any inconvenience as we implement a new Single-Sign On (SSO) feature for KEMBA Wealth Management Clients.
  • Support Available: If you have any questions or concerns, please do not hesitate to contact KEMBA's Wealth Management Team.



Alternative Access Sites and Registration Information 

Client Portal Sign up

LPL Financial – Client Portal

For former Pershing clients now transitioned to LPL
 
Registration information:
  1. Click Sign Up.
  2. Enter your email address we have on file.
  3. Verify your identity using your LPL Dual Factor Authentication using your mobile phone number we have on file.
  4. Verify the last 4-digits of your Social Security Number (SSN).
  5. Create your username and password.
Fidelity Investments Log in

Fidelity Investments – Morningstar Managed Accounts

For accounts held with Morningstar, custodied at Fidelity
 
Registration information:
  1. Click Log In and then Sign Up. 
  2. Provide your Social Security Number (SSN) and Fidelity account number.
  3. Create your online profile and password.
American Funds Log In

American Funds – Capital Group

For accounts held with American Funds
 
Registration information:
  1. Click Log In and then New User?
  2. Enter your American Funds account number and Social Security Number (SSN).
  3. Follow prompts to create a username and password.
Franklin Templeton Account

Franklin Templeton Investments

For accounts held with Franklin Templeton
 
Registration information:
  1. Click Register for Account Access.
  2. Provide your account number, ZIP code, and Social Security Number (SSN).
  3. Create your login credentials.
Invesco Log In

Invesco

For mutual fund accounts held directly with Invesco
 
Registration information:
  1. Click Log in then choose New User? under the Individual Investor & Retirement Plan Participant option.
  2. Enter your Social Security Number (SSN).
  3. Complete the registration steps to access your account.
Sammons Retirement Solutions Account

Sammons Retirement Solutions – Mutual Fund Accounts

For retirement mutual fund accounts
 
Registration information:
  1. Click Individual Investers, then Manage your account and then Register
  2. Provide your personal information to validate your identity.
  3. Set up your login credentials.






If you need any help in accessing or enrolling in the sites above, including locating your brokerage account numbers or updating your contact information, please do not hesitate to contact KEMBA's Wealth Management Team.



















Disclosures