Account Login Links

Please use the link below to access your Account View 2.0 portal at LPL Financial where you are able to access LPL Accounts, Statements & Tax Forms. Within Account View you also are able to change your paperless settings and update beneficiaries.

Please utilize these helpful how-to Guides:

New Investor Enrollment Process

eDelivery Preference how-to

Please use the above link to access your Wealth Management Website. This site allows you to view your whole financial picture in one place. Please reach out to our team directly with any issues logging in, or for first time setup. Your login for this site will remain the same after the LPL Transition.

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 

Nationwide Login

Securian & Minnesota Life eService Login

Brighthouse Financial (formerly MetLife Investors)

Jackson

Required Minimum Distributions (RMD) Calculator

RMD Beneficiary Calculator