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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. Click the links below to watch videos and view documents that will help you interact with your portal.

Go To the Purposeful Wealth PortalHow to Create an iPhone BookmarkPortal Security


Account View

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.  This guide will be helpful.  Below are the main features:

  • 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