Account View puts your LPL Financial investment information at your fingertips, helping you stay organized and informed. With Account View, you can:

• See all your LPL investment accounts in one place
  Track balances, performance, and holdings anytime.
  
  
• Review your LPL account statements online
  Access current and past statements quickly and easily, whenever you need them.
  
  
• Download important tax documents
  Find ready‑to‑use tax forms to simplify tax season.
  
  
• Choose paperless delivery
  Reduce clutter and get timely notifications by opting in to secure digital documents.

eMoney (also known as WealthLink) gives you a complete, real‑time view of your financial life and the financial roadmap our team lays out for you. With eMoney, you can access your:

• Comprehensive Financial Map
  See your full financial picture—including assets, liabilities, cash flow, and goals—all in one interactive dashboard.
  
  
• Secure Document Exchange
  Upload and share important financial documents safely and conveniently through encrypted online storage.
  
  
• Spending Tracker
  Monitor your day‑to‑day spending, identify trends, and stay on track with your budgeting goals.

eMoney is a member of LPL’s vendor affinity program and is not affiliated with LPL.