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LPL Account View

Account View from LPL Financial gives you online access to your accounts, statements, secure documents, and WealthVision. It is also a great way to get access to financial proposals and advice from your financial professional. View your accounts in real-time. 

Download the LPL Account View App

Download the Black Diamond Wealth Platform App

Black Diamond Wealth Platform offers a sophisticated portfolio dashboard that gives you a personal, on-demand look at performance, projected income, allocations, activity summary, and more. In addition, Black Diamond allows you to aggregate outside accounts from other financial institutions. This streamlined setup is faster to use but account data only updates on an overnight basis.

Black Diamond Wealth Platform offers a sophisticated portfolio dashboard that gives you a personal, on-demand look at performance, projected income, allocations, activity summary, and more. In addition, Black Diamond allows you to aggregate outside accounts from other financial institutions. This streamlined setup is faster to use but account data only updates on an overnight basis.

Download the Black Diamond Wealth Platform App

Need a username or password? Contact us to set up your account at (630) 425-5416