Individual Investors

Account Access:

HD Vest Clients: Log into HD Vest ClientConnect

ClientConnect provides HD Vest clients access to ALL of their HD Vest accounts (brokerage, direct to fund, annuity, etc.) all in one place and allows for secure messaging with their Advisors.

Please note: Your Advisor must grant you access before you can register on the site. Please contact your Advisor for more information.

HD Vest Brokerage Clients: Log into HD Vest Access Online

Access Online is a tool provided by First Clearing* that provides brokerage clients access to their accounts. 

HD Vest Advantage Clients: Log into Online Bill Pay

Advantage is a check writing/debit card feature available for First Clearing* brokerage accounts.


*First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.