SmartVault
SmartVault is used for online document storage and secure file sharing, enabling our clients to share documents with us electronically without having to email them. You can log in to your SmartVault account at the button above and upload your documents. Once your tax return is filed, we will add it to your vault where you will have unlimited access to it.
If you have not logged in to SmartVault yet and would like some instruction, please watch the video by clicking the button below.
Please note, we are not requiring our clients to use SmartVault. You are welcome to continue to give us your documents the same way you have in the past.
Account View
Use the button above to log in to Account View, to view your LPL Financial investment accounts.
Account View gives you online access to your accounts, statements, and secure documents. It is also a great way to get access to financial proposals and advice from your financial planner.