If you work with us for your 403b, Simple IRA, solo-401k, or SEP IRA and want to access your account online, it is likely that you will need to set up new online access to your retirement account. These accounts are no longer accessed through Ivy Investments. Please contact our office if you have any question about these changes.

There have likely been recent changes to your 529 plan! The Ivy InvestEd 529 plan has a new provider. We remain your advising team and are here to answer any questions you may have. For additional details, such as online access or new features, please click the button below.

Click the button below to learn more about our transition to LPL:

Have you heard about the new payroll tax coming to Washington State W-2 employees?