3 Tips For Financial Advisor Clients When Using Account View


Gretchen Meyer:

Our clients can go right in and click right on the WealthVision software and be able to see not only their accounts with LPL, but their accounts across the board. And that’s been a huge value-add.

And the other thing Account View 2.0 offers is an app. And our clients love being able to get on the app. You just have to use your Face ID and you can see all of your portfolio, all of your accounts in one spot. And that’s a tremendous value-add to our clients.


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