Access Your Accounts Here
Your Financial Plan
Access your customized financial plan and real-time reports to ensure you are on track to meet your goals. For Triad Financial and 5 Point Financial clients.
WealthVision
WealthVision is the LPL Financial recommended financial planning software. For our new PATH Wealth Management clients.
LPL Account View
Primary portal for clients to obtain LPL Financial account information, statements, signup to Go Paperless and My Documents.
Assetmark
Provides access to AssetMark account information as well as account custody statements and regulatory materials for accounts custodied at AssetMark Trust
Guided Wealth Portfolio
Experience access to a personal financial advisor alongside the sophisticated technology of an algorithm-based roboadvisor.
Login with your personal wealth advisor
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