Client Login
Access LPL Account View
CLICK HERE TO:
1. View & download Tax documents (1099’s etc.)
2. View details of your LPL accounts
3. View & download LPL statements
4. Control paperless settings
Access Dashboard
CLICK HERE TO:
1. Obtain a global view of all accounts
2. Create & maintain links to outside accounts (bank accounts, 401k’s, etc)
3. Access your complimentary online document storage
DON'T HAVE ONLINE ACCESS FOR YOUR ACCOUNTS AND DASHBOARD? Email us today and we’ll setup your online access for you.
E-mail: contactus@capital-planning.com
Contact UsLet's Start With a Conversation.
There's no pressure and no sales pitch, just an honest conversation about where you are, where you want to go, and whether we're the right team to help you get there. Reach out today to schedule a complimentary introductory meeting.