Member of Clear Focus LLC

Below are various links for clients to access their accounts


You can now access your financial statements online at With this state-of-the-art financial tool, you will be able to see a complete view of your holdings and transactions, along with performance reporting. Best of all, this great service is being made available at no additional cost to you, as a part of our ongoing commitment to providing you with the best in financial planning services.

All you need to do is power-up your computer, connect to the Internet, and point your browser to Once there, click on the “Registration” button and enter your Social Security number and your temporary password (please request your temporary password from your advisor).

Once you have done that, you will need to create your own private User Name and Password and submit the registration form as requested. Once we receive the form from you, we will activate you on the system. Shortly thereafter, you will receive a confirmation e-mail letting you know that you are ready to access the system. From then on, you will be able to view your account information, any time, day or night.

There is no special software to install or learn and you will be able to access your information from any computer, anywhere in the world! No more waiting for the next calendar quarter to view the performance of your holdings - you will be able to see it whenever you want, from the convenience of your home or office.


For Pershing LLC account clients who have agreed to E-delivery of statements and confirmations, the following link provides access to your Pershing account balances, activities, and documents:

Please use these links if an account has already been established and you have received a confirmation with access details via email.  You can request access by contacting your servicing representative via telephone or email:

Steven Yeh, (716) 348-3425 x100, [email protected]

Anthony Scalise, (716) 348-3426 x102, [email protected]

Mark Beardi, (716) 348-3425 x104, [email protected]

Kelly Shoemaker, (716) 348-3425 x101, [email protected]

Steven Yeh, Anthony Scalise, Mark Beardi and Kelly Shoemaker are Registered Representatives of INVEST Financial Corporation.


There are several links within this website.  By clicking on a link, you will leave our website. The links you have selected is located on another server. We have not independently verified the information available through these links. The links are provided to you as a matter of interest. Please click on the link below to leave this site and proceed to the selected site.


INVEST Financial Corporation, member FINRA /SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with other entities referenced.


This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.


INVEST Financial Corporation's Privacy Policy


Important Consumer Information:


This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;


1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.


2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, ransactions in securities; or (b) rendering personalized investment advice for compensation.