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ACCOUNT ACCESS

eMoney Advisor

eMoney is a web-based tool providing account aggregation so all of your investments can be viewed in one comprehensive, convenient and secure portal. This includes a digital vault so you can store important documents and access them from anywhere in the world. It’s like having a file drawer and a bank safety deposit box together online. By combining investments on this one platform, we can generate aggregated analytical reports to monitor, track and address your needs. From analytics to cash flow to pro forma modeling, eMoney helps you manage your budget, have information at your fingertips and project future scenarios. 

LPL Financial Account View

This mobile-friendly web portal is available 24-7. With Account View you have convenient online access to your investment account information, portfolios, quotes, market performance and news about relevant topics. 

Allbridge Solutions

Welcome! LPL Financial is proud to have partnered with your financial advisor as they continue to provide the most comprehensive financial services available today. Please log-in to access your current account holdings, transactions, and consolidated statements via Albridge Solutions' secure network. You are invited to take advantage of this convenient resource often from anywhere in the world on our secure website.

Fernando Perez

Financial Advisor

Fernando.Perez@IFPadvisor.com

781-373-4415

200 Fifth Avenue, Suite 4010

Waltham, MA 02451

Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. 

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CRPC conferred by College for Financial Planning. CASL conferred by The American College.

 

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are  properly registered or licensed. No offers may be  made or accepted from any resident of any other state.

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Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

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