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ACCOUNT ACCESS

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

The Salkins Group | 200 Fifth Avenue, Suite 4010, Waltham, MA 02451 | 781-373-4490

Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial.  Investment advice offered through Integrated Financial Partners, a registered investment advisor. Integrated Financial Partners, Integrated Partners and The Salkins Group are separate entities from LPL Financial. 

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LPL Financial and Integrated Financial Partners do not provide tax services. 

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For more information visit www.FINRA.org or www.SIPC.org.

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

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