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LPL Financial Account View

LPL’s client website where clients can view all of their investment accounts that are held at LPL, download statements, trade confirmations, tax documents and change their paperless settings.

Go Digital with Account View and eDelivery Page
eMoney Advisor

eMoney is an easy-to-use, web-based aggregation platform.  This system is designed to give you a single access point to securely view all of your investments regardless of where they are held and who manages them. Account values are updated on a daily basis and you can also find a detailed breakdown of what kind of investment is in each account and your overall asset allocation. In addition, there is a Vault feature which allows clients to securely upload and store important files such as tax or legal documents. 

Connections Troubleshooting Page
Client Site Vault Page

If you are unsure if you have access to these websites and/or forgotten your credentials

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