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Client Login

By combining our hands-on financial planning with the efficiency of an online experience, we provide both customization and convenience for you. Check up on your finances at any time using our AccountView client portal. Explore and update your investment risk tolerance using Riskalyze. Financial Planning clients can view their financial framework and plan progress through the RightCapital portal. 

Accountview Portal

View your accounts, balances, and positions all in one place. Login below.

Riskalyze Client Portal

What's your risk number? Update your risk tolerance with us with our risk questionnaire.

RightCapital

View and update information in your financial plan. Link outside assets and track your progress. 

Check the background of your financial professional on FINRA's BrokerCheck.

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

 

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Clover Leaf Financial is a separate entity from LPL Financial.

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Contact

Office: 352-588-4608

37837 Meridian Avenue

Suite 200

Dade City, FL 33525

info@cloverleafteam.com

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