Client Login

Pinnacle Advisor Group Management System: Personal web portal for a consolidated view of your entire financial situation and real-time financial planning reports.

• Bank-ready financial statements can be accessed.
• Almost any account with web access can linked to your Wealth Management profile by creating a web connection through the secure, password-protected, encrypted system.

LPL Account View Overview:  Primary portal for clients to obtain LPL Financial account information, statements, signup to Go Paperless and My Documents.

• View Account related information, including positions, transactions, and statements
• Export account information to Microsoft Excel, CSV, or Quicken files
• Subscribe to electronic statements
• Obtain electronic statements
• View and send messages to your advisors
• View the market value of holdings
• View the Asset Allocation chart and Value Over Time graph related to your account
• View Market Data and Financial Headlines