Client Access

LPL AccountView

LPL AccountView

Login to MyAccountViewOnline to view your investment accounts. There is also a mobile app that allows you to view your accounts wherever you are from a mobile device or tablet.

RightCapital Client Portal

RightCapital Client Portal

Login to view your financial planning client portal to access your dashboard, snapshot, profile, vault and more.

Scholars Choice 529 Plans

Scholars Choice 529 Plans

Login directly to Scholars Choice to view your Colorado 529 College Savings Plans.