AccountView by LPL Financial is your 24/7 online portal for account activity and paperless statements. LPL Financial is the nation’s largest independent broker-dealers as reported in Financial Planning magazine, 1996-2017, based on total revenues.
Bleakley uses Orion Advisor Tech, to provide a range of custom and turnkey reporting capabilities that help clients to understand and evaluate performance. Orion sets a new standard for accurate, comprehensive, and beautifully designed views of investment performance.
eMoney is an innovative web-based financial software system providing account aggregation capabilities, 24/7 access to financial accounts, statements and reports and an electronic vault for storing important documents. eMoney Advisor provides leading-edge technology that, when combined with the advice and expertise of a trusted advisor, delivers an unmatched wealth management experience.
Now you can easily monitorall your Fidelity Investmentsaccounts, including those youradvisor manages, from yourdesktop, tablet, or smartphone. Fidelity.com/portfolio isdesigned to provide you with theinformation and resources youneed, virtually 24 hours a day, tohelp you work more effectivelywith your advisor toward yourfinancial goals
Your Everplan is a complete archive of everything your loved ones would need should something happen to you. Securely store wills, passwords, funeral wishes and more in your own secure and shareable vault.
Pershing’s NetXInvestor(TM) is an innovative and intuitive investor platform at your fingertips day and night, giving you instant access to account and tax statements, trade confirmations and more. Pershing is one of the world's leading providers of execution, custody, financing and business management solutions to help advisors manage their businesses efficiently and serve their clients effectively.
The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products with 24/7 access through the Customer Care Center, including Schwab brokerage accounts.
All trademark and company logos herein are owned by the respective company. Private Advisor Group, Bleakley Financial Group, and LPL Financial are not affiliated with any company noted herein.
