Account View + MyWealthMap™
Good news! You can now access both MyWealthMap™ and LPL Financial’s Account View using a single sign-on below.
This change allows you to seamlessly view your financial plan, accounts, and documents all in one place. If you experience any issues signing in or have questions about the update, please contact our team for assistance.
We've also gathered a few helpful resources to get started:
Watch the Account View Overview Video (3-minute)
View the overview brochure
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
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