LPL Financial Account View
The Account View 2.0 mobile app and desktop portal brings enhanced capabilities, so you can access your information from anywhere, anytime. This allows you to focus on your financial aspirations and how you’re trending toward your goals.
- Understanding your accounts: Easily view the total portfolio value for all of your accounts at the top of the home page. Monitor individual account balances, deposits and withdrawals, and investment returns.
- Tracking your accounts: View account performance by time period using the time selector tool.
We offer all our clients complementary access to MoneyGuide Pro. If you would like access to this financial planning software or are having trouble logging in, please contact using the form on the right.
What can you do with MoneyGuide Pro?
- MoneyGuide is designed to help you focus on your retirement goals.
- MoneyGuide helps address common fears and concerns such as health care costs, outliving your money, and the best time to file for Social Security benefits.
- Use the tool's confidence meter to help gauge how likely you are to reach your goals and whether you are on track, instead of focusing on headlines.
Guided Wealth Portfolios
Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. You still get the G&G Wealth experience and expertise, but with the added convenience and transparency of an automated investing solution.
Our Guided Wealth Portfolios service offers:
- Personalized planning, service, and advice. The path to your financial goals is personalized for your specific stage in life, and will change as your life changes. If you ever have any questions, your advisor is only a phone call away.
- Intuitive, intelligent technology. See your GWP accounts in one place, open new accounts, view your portfolio, and make updates via your personal portal. The technology makes the process fast and easy.
- Advanced wealth management at a lower cost. We can implement your personal roadmap using proven investment techniques. Receive allocations designed for you and your savings goals, and benefit from trading techniques that may increase diversification and can help reduce taxes.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL Financial affiliate, please note LPL Financial makes no representation with respect to such entity.
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.