Broker Check

Client Login / Account Access

WealthLink 

WealthLink 

WealthLink  is our robust financial planning web-site that includes a client portal, through which you can access your accounts..

It’s a great way to stay engaged with your entire financial plan, portfolio, insurance programs, and documents for personal financial organization.

If you need any help getting connected to WealthLink, you should contact us or visit our help page.

Access your Personal WealthLink Site here
Ivy Investments

Ivy Investments

Use this Ivy Investment access link to view your Ivy Mutual Fund and Ivy 529 plans, including tax information.    

If you need any help getting connected to Ivy Investments, you should contact us or visit our help page.

Access your Ivy Investments here
NetXInvestor through Pershing

NetXInvestor through Pershing

NetXInvestor is a web-site portal on the Pershing, LLC platform.  Through it you can gain access to account balances, tax documents, and transaction histories for your Brokerage Accounts, MAPNavigator and MAP Direct Accounts, 

If you need any help getting connected to NetXInvestor, you should contact us or visit our help page.

Access NetXInvestor for accounts on Pershing, LLC platform here
Nationwide

Nationwide

Access Nationwide.com in order to review your annuity and insurance programs issued through Nationwide.

If you need any help getting connected to Nationwide, you should contact us or visit our help page.

Access your policies from Nationwide here
Minnesota Life  

Minnesota Life  

Access Minnesota Life's web-site in order to review your annuity and insurance programs issued through Minnesota Life or Securian.

If you need any help getting connected to Minnesota Life, you should contact us or visit our help page.

Access your policies from Minnesota Life here

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LPL Financial is not affiliated with any other entities referenced.  03/20