Purposeful Wealth Portal
This website is your go-to place online to review all of your financial account balances, your financial plan, and so much more. The buttons below have the link to the website and documents that will help you interact with your portal. Below the buttons are videos that will help you understand and utilize your portal.
|Go To the Purposeful Wealth Portal||How to Create an iPhone Bookmark||Portal Security|
A high-level look at the features of the Purposeful Wealth Portal.
A detailed look at the spending tab within the Purposeful Wealth Portal.
A detailed look at the organizer tab within the Purposeful Wealth Portal.
This website, provided by LPL Financial, is where you have the ability to see all of your accounts held with LPL Financial. Please contact us to set up access. Account View is best used for:
- View current account balance and performance
- Account statements
- View transaction history
- Turn off paper statements and other mailings
- Download tax statements to Turbo Tax or get PDF copies
|Go to account view|