LPL Account View 2.0
Access your accounts held at LPL Financial with this site. View account balances, statements, sign up for edelivery, and much more.
For your convenience you can download the LPL Account View app directly from the App Store or Google Play Store for your Apple and Android devices.
WealthVision
Access a consolidated overview of all of your accounts managed by Anne and Tim as well as any other accounts you have linked. This is where you can see your net worth and limited performance history for each account. WealthVision also provides a vault feature to allow documents to be securely shared with your advisor.
Fiduciary Trust Company
Client Account Access