Clients of Providence Financial have two ways to view their accounts.Learn the difference between the two portals and access your accounts below.
Think of Account View as the “detailed” view for all your accounts held at LPL.
Note: Account View does not contain complete information on account held outside of LPL.
Click the button below to go to the Account View online site. You can also download the Account View app to view on your mobile device.
eMoney is total wealth management software to help you track all your financial information. Think of eMoney as your “planning resource.” In eMoney, you can link all financial accounts, even those held outside of LPL.
When you meet with Providence Financial for review meetings, we will often use eMoney to analyze your forward-looking financial plan.
Click the button below to go to the eMoney online site. This software is not yet available as an app.