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We aspire to play a guiding role in assisting our clients in growing, preserving and using their wealth to pursue their passions and lead more fulfilling lives.

LPL Account View

You want information that’s up to the minute and easy to get, as fast as possible. We understand. That’s why we’re pleased to offer you the digital convenience of Account View and e-Delivery—secure online access to your portfolio from any device, anytime, anywhere. For FREE!  

There are many benefits of Account View and e-Delivery, detailed below:

  • It provides accurate information about your investments—at your fingertips.
  • Secure online access and electronic delivery of statements help protect you from the possibility of mail fraud and identity theft.
    • To Go Paperless – At the Top Right of your Screen – Select Sign Up to go Paperless where you can elect to have one or all items (Statements, Trade Confirmation, Reports and Prospectuses) sent to you via e-mail.
    • To Access Your Tax Documents – Under the Statement Tab select the below tab Tax Statements where you can view and print your available tax document
  • It’s continually updated, unlike the traditional paper statement that’s outdated the moment it’s printed.
  • A simple interface allows easy navigation through accounts, positions, transactions and statements; and provides an intuitive, clear experience.

So say goodbye to snail mail, clutter and outdated information. Sign up for Account View now, and elect e-Delivery—it’s easy. Account View can be accessed through our website www.fpawealthmanagement.com by going to the client center, access your financial homepage. Select Sign up for AccountView if you are a new user.

Or, if you’re not quite ready to commit, we invite you to view the Account View and e-Delivery video https://sproutvideo.com/videos/4c9bd8b1181ae4c7c4 and contact us if you have any questions or want more information.