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Client Center

Welcome to the Toolbox! The following tools should prove helpful in our communications and in providing you details of your investment planning progress.


LPL AccountView

Use LPL Account View to track your investments and view detailed information about your holdings. You can also view your account history and a variety of statements including monthly statements, transaction confirmations, and tax statements. Additionally, Account View provides you the ability to download account details to Quicken. Access this tool by clicking on the link below: