In today’s fast changing financial landscape, you need to ensure your wealth management is as effective as possible.
Your personal Financial Website, powered by eMoney, is designed to give you a single access point to securely view all of your:
- Financial Accounts
- Tax and Legal Documents
- Insurance Coverage
- Specific Goals
- Strategic Plans
All of your information is password protected in a secure, encrypted personal web address, easily accessible only to you and your financial team. Every night, the system automatically updates your balances to reflect the values provided by your financial institutions. Your updated assets are integrated into various reports so that you can monitor their progress in reference to your overall financial objectives. You and your financial team will always be aware of your financial status, no matter where you are.
The future of integrated wealth planning is here. You’re just a click away from getting started.
With LPL Account View, you have easy online access to current account and portfolio information, statements and trade confirmations. LPL Account View offers portfolio accessibility anytime plus the option to participate in an environmentally supportive alternative to paper statements and trade confirmations.
A wide range of specific account information is available in LPL Account View as well as easy access for conducting research. Below are some highlights of what is available to you:
- View a summary of your accounts (a full 90 days of account activity is available)
- Quickly reference the consolidated overview of your investment accounts
- Access interactive market trend information with current values
- Print or export information from any area within LPL Account View
- Download account data into Quicken