Broker Check

Compass 

Online Access Guide

If you've never used Compass before:

Compass is a service through Albridge that allows you to review all of your accounts in one place. It's a very useful tool that can help you keep up to date with your rate of income, account balances, and various other figures.

A Compass account can only be registered if you've received an invitation containing an access code. Thus, if you're looking to get started using Compass you should email  Griffin at gschroeter@wradvisors.com.

The Invitation Email will provide an Access Code, which is necessary for Registration. It will also provide a link to the registration page, but this page can also be found by clicking the Register Now button in the "Client" row underneath the Login Box on the Compass website.

If you don't know your Username and Password for Compass:

In order to access Compass, you'll need a User ID and Password. If you don't know these pieces of information, you can email gschroeter@wradvisors.com for help recovering them. Alternatively, you can press the Forgot User Name or Forgot Password buttons on the initial Compass login page. Your information will be emailed to you once you confirm your identity.

Pictured: The Compass Login box. This is where you can find the Forgot Password and Forgot User Name buttons.

LPL Financial is not affiliated with COMPASS.

03/20

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