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Technology & Resources

Client Tools

Use the links below to access your accounts or make an appointment with Aspire.

  • Account View - Login for viewing all Accounts held at LPL Financial
  • Wealth View - Personal Client Financial website for viewing Aggregated/consolidated Accounts, financial plan projection reports, expenses and document vault
  • Make an Appointment  - Use this tool if you would like to use our online process to schedule your appointment


Other Technology

In a dynamic technology driven world, we try to stay current with existing technology to best serve our clients needs.

  • Riskalyze - Wondering if your existing asset allocation matches your risk tolerance? Take this quiz to see what your existing tolerance is.
  • Personal Financial Website - Personal Client Financial website for viewing Aggregated/Consolidated Accounts, financial plan projection reports, expenses and document vault. Click below to learn more.