Client Online Access

Account View 2.0

Account View 2.0

Account View is a simple and convenient way to connect to your financial accounts, anytime, anywhere.  In Account View, you can find detailed information about your investment portfolio, account balances, account performance, financial goals, and you may also elect paperless communications. 


Watch this Account View and Mobile App Video for an overview of the features and capabilities. 


If you already have an active account and are using a desktop, you can access your account at the top right of this page. If you're currently using a mobile device, please click on the "burger" menu icon on the top left and select "Account View". You can also click here to login. You can also download the app on your mobile device using Google Play or App Store

WealthVision

WealthVision

WealthVision is a LPL proprietary financial planning technology powered by eMoney. It's a powerful, web-based, wealth-planning tool that offers account aggregation, modular and comprehensive financial planning, a website, and an online storage facility to help you keep track of valuable documents. 


Some of the things you can do on the portal include connecting your accounts to track net worth and scheduling notifications for important financial activities and events.