Account View Login

LPL - Account View

LPL - Account View gives you online access to your accounts, statements, secure documents, and WealthVision. It is also a great way to get access to financial proposals and advice from your financial professional.  If your advisor is now with LPL Financial, set up Account View and access your account. If you're unsure about your advisor's affiliation, please contact your advisor for more information.

Click Here

Ivy Investments account access

Access your mutual fund account.


Login to your Brokerage account

Waddell & Reed brokerage account access

Access historical information for your Waddell & Reed brokerage account.

WealthVision access

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with your advisor to set budgets and create a plan to reach your financial goals.