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Jeff Malas, AAMS

Jeff Malas, AAMS

LPL Financial Advisor

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John Gilmore, AAMS

John Gilmore, AAMS

LPL Financial Advisor

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Laurie Steadman

Laurie Steadman

LPL Financial Advisor

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Access Your Tools




Account View is the primary portal for clients of LPL Financial to obtain account information, statements, signup to Go Paperless and gain easy access to 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

NOTE: Depending on permissions or authorization levels, and whether you subscribe to certain services, some of the features or functions described in this help file may not be visible or available to you. Please contact your Advisor if you have any questions.

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Financial Planning Powered By

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With eMoney, we can easily organize your data and map out the road to your goals, all while stress testing for risks. Some of the features include:

  • ORGANIZER - Connect all your accounts for a consolidated view of your entire financial picture.
  • INVESTMENTS - Interactive charts and detailed views help monitor all your accounts.
  • SCREEN SHARING - Join a screen sharing session quickly and easily for interactive planning anytime, anywhere.
  • VAULT - Safely store your most important financial documents, accessible 24/7.
  • TRACK SPENDING - Know how much you’re spending, and where.
  • BUDGETING TOOLS - Set budgets to help pursue your savings goals.
  • GOALS - See if you’re on target to reach your most important goals.
  • MOBILE - A complete financial picture available on your smart phone.
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