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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 Minden for Cole Mills
  • - Anna Sims for Phil Jasso
  • - Ariel Gray for Jacob Mills
  • - Alisa Van Frank for Mike Ramey