Securely Access Your Account
Each of the links below launches a password-protected website containing a secure login. Simply enter your account ID and password in the appropriate fields when prompted.
Our comprehensive financial planning platform. Gives you the ability to securely aggregate all of your accounts and store documents in your online vault.
Account View gives you online access to your LPL Financial accounts, statements, and secure documents.
Fidelity gives you online access to your Fidelity accounts, statements, and secure documents.
Charles Schwab gives you online access to your Charles Schwab accounts, statements, and secure documents.
Have a Question About One of Your Accounts?
If you have a question regarding one of your accounts or are experiencing technical difficulties logging into your accounts, please contact our customer support team at (651) 219-4487
