NuVista Financial Services LLC
Statements and Tax Documents
Expanded Options, Same Commitment to You
Our new relationship with LPL Financial brings expanded resources, innovative technology, and more ways to simplify your financial life. We remain committed to putting your goals first and look forward to serving you with these enhanced options.
Your custodian login will always remain active. If you are a Freedom client, your accounts remain directly with your custodian (such as Schwab or Goldman Sachs/Folio). Please continue to use the custodian’s portal for your custodial account access and tax documents. The links are provided below.
As accounts transition, LPL Account View will become available as an additional tool to provide a consolidated view across your investments. If you would like us to help set up your LPL Account View once it’s ready, please contact us — we’ll confirm your status and guide you through the process.
If you have questions or simply want to touch base, we’re here to help.
Daily Access - Account Statements and Online Access
For Freedom Advisors statements and account access, please visit:
Custodial Account Access
Depending on your account custodian, please use the following links to access custodial statements and tax documents:
Goldman Sachs (Folio Institutional): www.folioclient.com
Charles Schwab: www.schwaballiance.com
- To register, click “New User?” on the Schwab login page.
Direct Fund & Insurance Company Portals
American Funds: www.capitalgroup.com
Franklin Templeton: www.franklintempleton.com
Security Benefit: www.securitybenefit.com
Bright Directions 529: www.brightdirections.com
Voya Financial: www.voya.com
Prudential: www.prudential.com
Jackson National Life: www.jackson.com
Need Help?
If you need help setting up or accessing any of your accounts, please reach out to our team:
Looking to Simplify Your Financial Life?
Access all your investment accounts in one secure location by logging into your client portal: