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!
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.
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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.
