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Organize your financial life with a consolidated view of your accounts, transactions and investments. Work directly with your advisor to set budgets and create a plan to pursue your financial goals. 

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<span>Account View</span>

Account View

Access your LPL Financial account here.

Account access
Mutual Fund Account Access

Mutual Fund Account Access

Access your Ivy Funds account(s). If your account number starts with a number click here.

account access

Questions about your account? Please contact me.

Thank you!