Stay Connected to Your Money: Why You Should Be Using LPL Account View

As the year comes to a close, it's the right time to make sure your finances are organized. Account View from LPL Financial gives you secure, anytime access to your accounts, balances, and performance in one place. You can also choose e-delivery to reduce paper clutter while keeping important documents safely stored online.

Most tax forms will be available the third week of January. Getting set up now means you'll be ready when they're released, making tax season and year-end planning much smoother.

If you haven't logged in recently or haven't set up Account View yet, we can help with everything from resetting your login to linking accounts and turning on e-delivery. A quick appointment ensures you'll feel confident navigating the dashboard and using all its features.

Account View is a simple way to stay engaged with your financial future. Whether you're reviewing progress, preparing for taxes, or just checking in, it gives you the clarity and confidence you need.

**[Click here to login](https://accountview.lpl.com/web/login)**

Need help logging in? Schedule an appointment with Stella by calling our office or emailing stella@bw-wealth.com.