ACCOUNT ACCESS

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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.

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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. 

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