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Client Login

LPL Account View

LPL Account View: Primary portal for clients to obtain LPL Financial account information, statements, signup to Go Paperless and My Documents.

Main features of Account View

  • View Account related information, including positions, transactions, and statements
  • Export account information to Microsoft Excel, CSV, or Quicken files
  • Subscribe to electronic statements
  • Obtain electronic statements
  • View and send messages to your advisors
  • View the market value of holdings
  • View the Asset Allocation chart and Value Over Time graph related to your account
  • View Market Data and Financial Headlines


Wealth Management System

Wealth Management System: Personal web portal for a consolidated view of your entire financial situation and real-time financial planning reports.

  • Bank-ready financial statements can be accessed.
  • Almost any account with web access can linked to your Wealth Management profile by creating a web connection through the secure, password-protected, encrypted system.


TD Ameritrade Institutional Login

  • View Account related information, including positions, transactions, and statements
  • Export account information to Microsoft Excel, CSV, or Quicken files
  • Subscribe to electronic statements
  • Obtain electronic statements
  • View the market value of holdings
  • View Market Data and Financial Headlines

The TD Ameritrade Institutional Difference

TD Ameritrade Institutional* is a leading provider of comprehensive brokerage and custody services to over 4,000 fee-based independent Registered Investment Advisors (RIAs) and their clients. Their collaborative approach and innovative technology solution helps us spend less time navigating a one size fits-all solution and more time working on exceeding your expectations.

*TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Williams Financial Advisors, LLC, and the other entities named are separate and unaffiliated firms, and are not responsible for each other's services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade log does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and  The Toronto-Dominion Bank. Used with permission.