Skip to main content

  •  Toll Free: (800) 722-4829

 

Client Login

  • Menu
    • Home
    • The CBI Story
    • Our Approach
    • Our Services
    • Resources
    • Blog
    • Contact

    You are here

  1. Home
  2. Client Center

Client Center

Click here to login to your accounts.

Be sure to take the LPL Account View Demo tour to utilize all of the LPL Account View benefits.

Click here for A Guide to Your Monthly Statements.


Not signed up with Account View? Click here to learn how to sign up.

Need more information on LPL Account View before deciding?

Click here to view LPL Account View Brochure


Click here to login to your accounts. This link is provided for our clients who have accounts managed by Clarke Lanzen Skalla.

The CLS mobile app is now available for Apple iPhone, iPad, and iPod Touch, as well as mobile devices using the Android operating system.

On-the-go account access! Account holdings, shares, values, prices, and performance statements and reports.

We Care About Your Security – click here to find out more

 


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

500 La Gonda Way, Suite 280
Danville, CA 94526

  •  Tel: (925) 743-3360
  •  Fax: (925) 743-3363

2880 Lakeside Drive, Suite 100
Santa Clara, CA 95054

  •  Tel: (408) 986-0898
  •  Fax: (408) 986-1610
  •  Toll Free: (800) 722-4829
  •  
  •  
  •  

The Financial Consultants of CalBay Investments are also Registered Representatives with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV, WY

© 2019 CalBay Investments, Inc.. All rights reserved.

Website Design For Financial Services Professionals