Account View

Experience clarity, security, and control—all in one place.

Through our partnership with LPL Financial, you have access to a secure online portal to view your accounts, monitor performance, and stay aligned with your financial goals at your convenience.

Secure Account Access

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*This link will redirect you to LPL Financial’s secure login site.

Frequently Asked Questions:

Q: What can I do in the portal?

A: You can view account balances, performance, statements, tax documents, and more—all in one place.

Q: Is my information secure?

A: Yes. The portal is operated by LPL Financial and uses advanced encryption and multi-factor authentication to protect your data.

Q: Need help logging in?

A: If you’re having trouble accessing your account, feel free to contact us or call our office at (562) 380-2228.