Online Access


Account View


To access your account, please:

  1. Visit
  2. Select First Time User to create an account
  3. Have your SSN, ALL LPL account numbers and zip code available
  4. Consider selecting the option to Go Paperless for all or some or your documents when offered in the last step

If you would like more information about the above website or need further assistance gaining access to athis site and/or the features they offer, please contact our office at 580-571-3014 and we'll be happy to assist you.



Albridge Wealth Reporting

Albridge Wealth Reporting is a portfolio management system integrating portfolio accounting and performance reporting to deliver an accurate, single view of all of your clients’ assets. Albridge consolidates client account data from hundreds of disparate sources—proprietary, banking, brokerage, insurance, retirement, managed accounts, alternatives, and trusts— making it the industry's most scalable and reliable wealth reporting solution. By providing a comprehensive view of client assets, financial advisors can deliver an unparalleled level of service to their clients, while having a proven tool to help them gather more assets and clients. Albridge Wealth Reporting consolidates, cleanses and reconciles client account data to eliminate the data management and manual data entry on financial institutions and financial advisors.

Please click the link below:


You will need your SSN and the temp password of LPL0000143 to start the process.