Wealth Management Private Client Portal
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Client help line: (480) 463-5433
We use a secure state-of-the-art technology platform 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. Work with us to set budgets and create a plan for your personal goals.
LPL Financial Account View
Client help line: (800) 558-7567
With LPL 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 2.0 video
Schwab Alliance
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Client help line: (800) 515-2157
With Schwab Alliance, you will have secure and easy access to account information, balances, positions, and transaction history for all your accounts held in custody by Charles Schwab 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.
Ameritrade Advisor Client
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Client help line: (800) 431-3500
With TD 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.