Secure Client Account Access

Being able to view your accounts in real time is important in today’s world. That’s why we offer our client’s two great options to stay on top of their finances.

Personalized Client Portal Login

Our Emoney Secure client portal is a one stop place to view all of your accounts together, whether they are with our firm or not. This a great tool to help you stay organized and on top of your financial world. Additionally, there are a myriad of other features including cash flow management, secure online vault for digital storage and educational videos and articles available at your fingertips.

As a client of Mission Point Planning, you are automatically eligible for this service. If you have not signed up already, please email your adviser for a username and temporary password.

All Accounts Access through LPL Account View.

Gain access to real time data, statements, tax documents and sign up for E-deliver of your statements for your Mission Point Accounts by clicking on the link below.

Not signed up yet? Contact your adviser here to request a login and password.

Securities, financial planning and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Check the background of your financial professional at FINRA's BrokerCheck. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MI, CA, NH, NE, TX, MS.
LPL Financial and its representatives, Mission Point Planning and Retirement do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.
This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed."

* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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