First, establish which type of account you would like to access. Depending on your the custodian or carrier, your access points will vary. Reminder, your name and passwords should be kept in a safe and secure location.
WEALTHLINK
Organize your financial life with a consolidated view of your accounts, transactions and investments. Work directly with your advisor to set budgets and create a plan to pursue your financial goals.
You will have access to LPL’s Account View technology, which provides you with secure, 24-hour online access to your investments via computer, tablet, or smartphone.
