LPL Account View
LPL - Account View gives you online access to your accounts, statements, secure documents, and single sign-on access to WealthVision.
WealthVision
Organize your financial life with a consolidated view of your accounts, transactions and investments. Work directly with us to set budgets and create a plan to pursue your financial goals.
Clients can now access WealthVision with single sign-on through LPL AccountView. Just click the "Planning" dropdown on AccountView.