Resources
LPL Account View
Secure financial account access anytime, anywhere, on any device.
Account View Login
Account View Brochure(PDF)
Account View Getting Started Guide(PDF)
My Documents User Guide(PDF)
E Signature
Have a busy schedule? We understand and have the technologies in place just for you.
eSignature Client Reference Guide(PDF)
eSignature Video Clip
eSignature promotes an enhanced signing experience and increased efficiency.
Money Guide Pro
Our Financial Planning Tool
MoneyGuidePro® raises the bar, making quality financial plans possible.
The biggest questions investors face in pursuit of their investment goals are whether or not they are saving enough, if their money is allocated correctly, and if not, what they can do. To gain clarity around these questions, we utilize the goal-based financial planning tool, MoneyGuidePro®.
http://go.moneyguidepro.com/benefits-of-planning
MoneyGuidePro® is a formal analysis tool to assess your financial situation. The interview-style questions take the emotion out of difficult, but critical topics of discussion such as life insurance and survivor needs so we can accurately and realistically assess your financial situation. MoneyGuidePro® is a goal-based application, helping you understand how your current portfolio compares to your stated goals. Take a look at the sample report below.
At the completion of your report, you will be given access to your own Planning Portal where you are able to monitor your individual financial plan goals. Contact our office for an appointment to begin creating your quality financial plan.
Calculators
Cash Flow Calculators
What is my projected net worth?
Historical inflation – Compare purchasing power
How much do I need for emergencies?
College Calculators
How much should I be saving for college?
What are the advantages of a Coverdell ESA?
What are the advantages of a 529 college savings plan?
When should I begin saving for my child’s college?
Should I live at home, on campus, or off campus?
Credit & Debt Calculators
Should I pay off debt or invest?
Which is better: Cash up front or payments over time?
Home & Mortgage Calculators
Retirement Calculators
How much will I need to save for retirement?
When should I begin saving for retirement?
Compare a Roth 401(k) to a Traditional 401(K)
Are my current retirement savings sufficient?
Saving Calculators
How long until my savings reach my goal?
Income generated by a savings plan
Investment Calculators
Compare taxable vs. tax-free investment return
What is the value of compound interest?
What is the long-term impact of increased investment return?
News
Market Commentary
Go Digital with Account View and eDelivery
We would like to encourage you to Go Digital by turning off your paper statements and trade confirmations in Account View.
Here are three reasons to elect e-Delivery:
- It allows you to be more organized. You can simplify your life by eliminating clutter and unnecessary mail. You can find what you need easily in Account View.
- Your account information is safe and secure. Secure online access and e-Delivery of statements helps protect you from the possibility of mail fraud and identity theft.
- Expanded access. Available 24/7 from any device.
By turning off your paper statements, you will no longer receive a paper statement in the mail. Instead, you will receive an email letting you know that your statement is available in Account View. To sign up, click on the Go Green Meter on the Account View homepage or go to the Statements tab and click Go Paperless.