Client Login
Fidelity.com
Access to your Fidelity.com Account View. Provides online access to your Fidelity accounts, statements and secure documents.
Citrix Sharefile - Secure Portal
The most safe and secure way to send and receive documents with Team Reason.
EMoney - Planning Dashboard
Mission control for comprehensive financial planning strategies that is customized to your objectives.
Need to access an outside investment account? Access through the quick links below.
Custodians
- Accounts held at Charles Schwab
- Accounts held at Fidelity
- Accounts held at SEI
Direct Lending
Links are being provided for information purposes only. LPL Financial is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. LPL Financial is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
