Technology & Resources
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
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.