MyWealthMap™
In your MyWealthMap you will find:
- Comprehensive financial planning
- Estate planning and insurance planning
- Budgeting and expense aggregation
- Account aggregation
- Virtual vault for important documents
Account View
In LPL Financials’ Account View you will find:
- Detailed LPL Financial account information
- LPL Financial Statements, tax forms and quarterly reports
- Paperless options
- Quicken downloads
Guided Wealth Portfolios
It’s never too early to plan for the future – a major purchase, retirement, general investing.
Our online investment platform is designed for those with less complex needs. It combines the benefits of sophisticated technology with access to a personal financial advisor when the time comes.
It’s as easy as 4 simple steps
- Provide email
- Answer questionnaire
- Fund account/ open account/ link funds
- Sign digital documents