Client Access
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
Login to view your financial planning client portal to access your dashboard, snapshot, profile, vault and more.
Scholars Choice 529 Plans
Login directly to Scholars Choice to view your Colorado 529 College Savings Plans.