Account Access

 Access LPL Financial Accounts

Access 401(k) Participant Accounts

Access 529 College Savings Plan Accounts

LPL Financial Accounts:

  • LPL Financial AccountView 
    Click Here To View

    Through LPL AccountView, our clients can access their account information 24 hours a day, 7 days a week via our web site. Once signed up for LPL AccountView, clients will have access to:

    • Account Balances & Summaries
    • Online Statement View & Discontinuing Paper Statements
    • Positions & Portfolio Views
    • Transaction Detail
    • Customized Portfolio View
    • Premier & Premium Plus Checking / Visa Detail
  • LPL Financial Client Portal (*NEW!*)
    Click Here To View

    The Client Portal is an enhanced online account access system providing access to WealthVision.  WealthVision powered by eMoney, is a fully integrated solution designed to consolidate all of your accounts, assets and information into one secure location making viewing your total financial portfolio easier.

    With the Client Portal Login you will have a single access point to securely launch:

    AccountView:     Select the AccountView tab for online retrieval of LPL Financial electronic statements and 1099’s with the ability for long-term, convenient electronic storage.   
     
    iDOC:  iDOC offers the ability to retrieve copies of important documents such as wills, passports, trusts and insurance policies that I can upload to a secure online depository for you to access from anywhere.
       
    WealthVision: View your personal WealthVision homepage and track all of your finances in one location. Account data is updated nightly for viewing total portfolio information. This among other powerful analysis tools offer ease in tracking assets and your financial goals.

401(k) Participant Access:

 

529 College Savings Plan Accounts: