Account Login Links
LPL Account View Portal Login
Your Bridgetown Planning Website Login
Access LPL Accounts, Statements & Tax Forms
The Account View 2.0 portal at LPL Financial gives you access to your LPL accounts, statements, and tax forms. Additionally, you can change your paperless settings and update beneficiaries.
Update your financial plan and Upload Documents to The Vault
The Bridgetown Planning Website is the place to update your financial plan. The website allows you to view your entire financial picture in one place. Please contact our team with any issues logging in, or for first-time setup.
Please utilize these helpful how-to Guides:
New Investor Enrollment Process
Account View Going Paperless Guide
Need Assistance Establishing Access?
Please reach out to your Financial Advisors Executive Assistant to schedule a time for assistance establishing access:
- sadye@bridgetownwealth.com - Sadye Minden for Cole Mills
- anna@bridgetownwealth.com - Anna Sims for Phil Jasso
- ariel@bridgetownwealth.com - Ariel Gray for Jacob Mills
- alisa@bridgetownwealth.com - Alisa Van Frank for Mike Ramey
