Client Login

We are excited to have new technology to share with our clients.  Below are a few resources to help you become familiar with our new online portals. 

• If you have not activated Account View, click on the hyperlink below to access the guide.
  • Account View: Getting Started for GrandView Clients
• For a brochure on the Account View overview, use the LPL guide below
  • LPL Account View Brochure
• WealthVision is another portal that is used to combine all accounts and assets, replacing the old GV360.  For a guide to WealthVision, click below.
  • WealthVision: Client Brochure
• WealthVision offers a Vault to hold important documents for your family and estate.  Click below for a guide to uploading.
  • WealthVision: Vault Upload Guide
• Below is a checklist of suggested documents to upload into the Vault.
  •  Vault Document Checklist