LPL - Online Access

Access to your LPL Account View. Account View gives you online access to your LPL 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.


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.