Broker Check

HOW TO ACCESS YOUR ACCOUNTS ONLINE

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. 

LPL ACCOUNT VIEW

LPL ACCOUNT VIEW

Account View is a technology that gives you a simple and convenient way to access your financial accounts anytime, anywhere on any device. You can access Account View through a web browser and mobile app to check your investment portfolio account balances.

Account View provides

  • A modern platform with a mobile app that allows you to access on the go
  • A secure, convenient way for you to manage, share and go paperless with your documents
  • Self-service capabilities such as signing up for Account View to the ability to edit your beneficiary information, and soon, you’ll be able to complete mobile check deposits, and ACH transfers

It takes less than 5 minutes to sign-up. Click below to get started!

WEALTHVISION

Formerly known as 'eMoney', EMX, or 'WealthLink', WealthVision is a powerful engine can generate comprehensive financial planning analytics—calculating cash flow projections, modeling “what-if” scenarios, and generating alerts when adjustments may need to be made. You’ll have access to budget tools, reports, educational materials, and storage for personal documents in one convenient and secure location.

New URL - Save as a favorite on your internet browser

https://wealth.emaplan.com/lpl/SignIn?lpl

Access WealthVision
GOLDMAN SACHS 529

GOLDMAN SACHS 529

Did you have an InvestED 529 Account? These have migrated to Goldman Sachs. If this is your first time logging into your account since our transition to the new Goldman Sachs 529 Plan experience on June 12, 2022, you must create a new username and password. Customer Service: 888-462-6209. 

Access Account
NETX INVESTOR (Read Only)

NETX INVESTOR (Read Only)

Read only access through October 2022. Find your 2021 your Pershing LLC 1099's here. Contact Pershing Customer Service: 201-761-5499

Access Account
NATIONWIDE

NATIONWIDE

Access your Nationwide account(s). Get 24/7 access to your insurance and investment information and sign up for Go-Green-Go-Paperless. 

Access Account
COLORADO SCHOLARS CHOICE 529

COLORADO SCHOLARS CHOICE 529

Access your Scholars Choice 529 Savings Plan. Update account information or check your balance.

Access Account
SECURIAN / MINNESOTA LIFE

SECURIAN / MINNESOTA LIFE

Access your account to view any Minnesota Life or Securian Life individual annuity and life insurance contracts you own.

Access Account
NEW MEXICO SCHOLARS EDGE 529

NEW MEXICO SCHOLARS EDGE 529

Access your Scholars Edge 529 Savings Plan. Update account information or check your balance.

Access Account