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Client Access

MyWealthMap™

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

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

The updated version of Account View offers many new enhancements.  We’ve put together a couple of resources to help you get a feel for this new technology and learn more about how it works:

Watch the Account View Overview Video (3-minute)
View the overview brochure

Guided Wealth Portfolios

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

  1. Provide email
  2. Answer questionnaire
  3. Fund account/ open account/ link funds
  4. Sign digital documents

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