LPL Accountview & Emoney

When requesting changes to your personal information and/or requesting trades, please call the office and speak with either Tina or Jasmine.  For your safety, we are unable to accommodate your requests until we speak with you.

LPL AccountView & eMoney:
AccountView is the platform that allows you to view your LPL accounts online.  You can download your statements (go paperless) and tax documents, review performance and other account activity.

Website Link: myaccountviewonline.com/login

eMoney is an aggregation software that displays your LPL accounts and annuities along with your other major institutional accounts.  With your personal portfolio in one location, you can view your complete financial picture as well as produce reports.  With eMoney, you can utilize “The Vault” to upload documents that will be secure and only accessed by you.

Website Link: wealth.emaplan.com/ema/SignIn

To get set up on either platform, please contact Jasmine Lee: jasmine@tinawellslee.net

Permission to Disclose Personally Identifiable Information (PII) Form:
If you would like to authorize account information, AccountView Access, Account Balance, Account Distributions/Frequency, Statements, or Tax Documents, please call the office to provide the individual you authorize to receive this information.  For the authorization, we require the individual’s name, relationship, address, email, and phone number.  Once that information has been provided, you will sign the PII form granting this authorization.