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Account Login Links

LPL Account View Login

  • Access LPL tax documents
  • Go paperless for statements and confirmations
  • Update beneficiaries
  • View all LPL investment accounts


LOGIN HERE

Your Bridgetown Planning Portal Login

  • View all of your accounts in one place
  • View and update your Financial Plan
  • Track expenses
  • Upload documents to the vault



LOGIN HERE

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 
  • alisa@bridgetownwealth.com - Alisa Van Frank for Logan Choisnet

Annuity & Life Insurance Carriers

Nationwide Login

Securian & Minnesota Life eService Login

Brighthouse Financial (formerly MetLife Investors)

Jackson


Upon clicking on a link or tab on the financial institution site that links to investment program content, an alert must appear that notifies the viewer that they are leaving the financial institution site and clearly discloses the separation between LPL and the financial institution. Please add the suggested alert verbiage as follows:

You are about to enter a website hosted by an organization separate from Bridgetown Wealth Management. The products and services on this website are being offered through LPL Financial or its affiliates, which are separate entities from, and not affiliates of, Bridgetown Wealth Management.

Quick Links

Required Minimum Distributions (RMD) Calculator

RMD Beneficiary Calculator



Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice.  We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances.  All examples are hypothetical and are for illustrative purposes.  We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.