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ACCOUNT ACCESS

LPL Financial Account View

This mobile-friendly web portal is available 24-7. With Account View you have convenient online access to your investment account information, portfolios, quotes, market performance and news about relevant topics. 

Check the background of your financial professional on FINRA's BrokerCheck.

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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. 

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LPL Financial and Integrated Financial Partners do not provide tax services.

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For more information visit www.FINRA.org or www.SIPC.org.

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, FL, CA, KY, ME, MD, MA, NH, NY, NC, OH, RI, TX, VT

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Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

Contact

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Integrated Financial Partners

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200 Fifth Avenue, Suite 4010

Waltham, MA 02451

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Ronald.Smith@IFPadvisor.com

781-373-4453 

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Laura.Fleming@IFPadvisor.com

781-547-6932

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