Guided Wealth Portfolios

Starting March 11, 2023, the Guided Wealth Portfolios (GWP) program can only be accessed through an investor portal called Account View.
Going forward you'll need an Account View profile and log in to access your GWP accounts.*

The next step to access your GWP accounts depends on whether you're already set-up in Account View:

I already have an Account View profile and portal login.

Great! you can log in to Account View to view your GWP account.

Log in to Account View

I don't have an Account View portal profile or login.

Click on "Create Account" below and fill out the form. Look for an email from LPL Financial to complete the process.

Create account

Note that an Account View profile is necessary to maintain your GWP account, and your account may be subject to deactivation if a profile is not established by June 30, 2023. For additional information on accessing your Guided Wealth Portfolios account and accessing the Account View portal, contact your financial professional.