LPL Financial Account View is an easy and effective way to view your account information online – at no cost to you. On LPL Financial Account View you can access:  

• Statements
• Portfolio
• Account balances and summaries
• Transaction details
• Quicken Data Downloads

This is for our clients that have contracted with us to build their own wealth management Web site.  This secure Web site can provide a complete overview of all assets even those held at other institutions such as 401k's.  The financial plan is integrated into this Web site and reports showing progress toward goals are easily provided.  A vault to hold legal, tax, and any other important documents is valuable for accessing your personal information all in one place.  This site ensures that customer credentials that have been submitted into the system are classified as Super Sensitive information and that all customer data, including Client User IDs, and third party usernames, pins and passwords, and all of the third-party customer information is always transmitted in 128-bit encrypted format. All customer data is stored in a segmented and secure database for each client.

In you are interested in learning or setting up your own personal wealth management Web site please contact our office at 770-840-8440.