Broker Check

Account Access

eMoney Wealth Management Login

LPL AccountView Login

Guided Wealth Portfolio Login

Wealth Management Access

We use a secure state-of-the-art technology platform called eMoney to aggregate all of your financial data and give you a true 360-view of your finances in real time. This powerful tool not only allows us to model 'what-if' scenarios, but it also gives you 24/7 access to your financial plan.   

For an overview of eMoney, watch this video

LPL Account View Access

Client help line: (800) 558-7567

Based on state-of-the-art technology, the new Account View offers an improved user interface, streamlined navigation and many new features, including:

  • Easy access to accounts, statements, tax documents and trade confirmations
  • Additional transaction history available
  • Access to current market data
  • Enhanced security features

For an overview of the new features of the site, watch the new Account View video.

Guided Wealth Portfolios

GWP Client help line: (877) 202-1850


The GWP Team can help you with:

  • Technical challenges (something’s not working correctly on the site)
  • Servicing
  • All operations topics:
    - New account paperwork
    - Transfers
    - ACH credit or debit
    - Check and wire distributions
    - Journal requests

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