Client Login
Not sure which client portal would work best for you? Contact The Financial Planning Group for assistance.
LPL Account View gives you online access to your accounts, statements, secure documents, and WealthVision. It is also a great way to get access to financial proposals and advice from your financial professional.
Utilize Investor 360 to help you monitor your accounts versus your goals.
Coordinate and track investment allocation and performance with Envestnet
View positions, balances, account statements and tax documents from your computer or mobile device for your brokerage and managed accounts with Wealthscape.
Manage your accounts online with MetLife:
- Get convenient and secure access
- View and update accounts
- Make transfers and payments
My Viewpoint - Utilize this link to share perspective on what is important to your personal financial plan.
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