Canopy Client Portal
We use Canopy for secure electronic transmission of documents. If you need to get started with Canopy, please contact a Lottsa staff member and we’ll send you an email invitation.
If you’ve already activated your Canopy account, click the button below to sign in. If you’ve forgotten your password, there is a “Forgot your password?” function available.
TD Ameritrade Client Login
Click here to view your accounts at TD Ameritrade.