Broker Check

Jacob W. Cuthbert, CFP®

Your Local Financial Advisor

135 Technology Drive Suite 318
Canonsburg, PA 15317

724-749-5889

Client Login

Wealth Management Site 

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with your advisor to set budgets and create a plan to pursue your financial goals.

Access Wealth Management Site

Mutual Fund Account Access

Access your Ivy Funds account(s). If your account number starts with a number click here.

Access Account

Brokerage Account Access

Access your Waddell & Reed Brokerage Account. If your account number starts with an alpha character click here.

Access Account

Questions about your account? Please contact me.

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