For clients and families
Client Resources
A simple place to find the tools and links my clients and their families use most. If you are not sure where to go, I am happy to point you in the right direction.
Your accounts and plan
LPL Financial Account View
Account View is LPL Financial's secure client portal for your LPL accounts. It is where you can see balances and activity, find statements and tax documents, and set up paperless delivery.
Account View is operated by LPL Financial. For help logging in, LPL's support options are available from the login page, and I can help you get oriented.
Log in to LPL Account View (opens in a new tab)RightCapital planning portal
RightCapital is the planning portal my clients use to view their financial plan and the planning information we work from together.
Log in to the RightCapital client portal (opens in a new tab)
Resources for your family
A starter investing option
For children, grandchildren, or other younger family members who are just getting started, this is an option to explore for opening a first investment account.
Whether it fits depends on each person's situation. Investing involves risk, including possible loss of principal. Feel free to ask me about it first.
Explore the LPL starter investing option (opens in a new tab)
Who is LPL Financial?
LPL Financial is the broker-dealer and registered investment advisor through which I offer securities and advisory services. It also serves as custodian for client accounts.
LPL reports that it serves:
- approximately $2.6 trillion in total advisory and brokerage assets serviced and custodied
- more than 32,000 financial professionals
- about 1,100 financial institutions
- about 8 million Americans
Data as of June 2026, as reported on LPL Financial's official website. These figures describe LPL Financial, not Moss Wealth Management.
Need help finding the right place?
If a login is not working or you are not sure which portal holds what you need, send me a note through the contact form. If you are new here, Start Here is the best first step.
Links on this page lead to websites operated by third parties. Moss Wealth Management is not responsible for the content or availability of those sites.