Broker Check

Account Access

Wealth Management Portal Login

LPL AccountView Login

LPL AccountView 2.0 Login

TD Ameritrade AdvisorClient 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. Access the secure online vault to store your legal and other important documents. 


LPL Account View Access

Client help line: (800) 558-7567

With Account View, you will have secure and easy access to account information, balances, positions, and transaction history for all your accounts held in custody by LPL Financial.

It also provides you with an organized view of your account statements, trade confirmations, and tax documents—with the ability to “Go Paperless” by turning off paper-based statements and confirmations, and to view these documents securely online.

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


LPL Account View 2.0 Access

Client help line: (800) 558-7567

With the new Account View mobile app and desktop portal, you have secure, convenient, anytime, anywhere online access from any device. 

For an overview of the new features of the site, watch the new Account View 2.0 video


TD Ameritrade AdvisorClient Access

Client help line: (800) 431-3500

With AdvisorClient, you will have secure and easy access to account information, balances, positions, and transaction history for all your accounts held in custody by TD Ameritrade Institutional.

It also provides you with an organized view of your account statements, trade confirmations, and tax documents—with the ability to “Go Paperless” by turning off paper-based statements and confirmations, and to view these documents securely online.


Guided Wealth Portfolios

Client help line: (877) 202-1850

Email: Team@LPLGuidedWealth.com

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

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.