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Your Account Access
Account View by LPL Financial
LPL Financial is the nation’s largest independent broker-dealer as reported by Financial Planning magazine. AccountView by LPL Financial is your 24/7 online portal for account activity and paperless statements.
Charles Schwab
Schwab Alliance is a simple, fast, and secure client portal with 24/7 access to your financial account information held at Charles Schwab, including paperless statements and account activity.
Fidelity
Now you can easily monitor all your Fidelity Investments accounts, including those your advisor manages, from your desktop, tablet, or smartphone. Fidelity.com/portfolio is designed to provide you with the information and resources you need, virtually 24 hours a day.
Orion
Bleakley uses Orion Advisor Tech, to provide a range of custom and turnkey reporting capabilities that help clients to understand and evaluate performance. Orion sets a new standard for accurate, comprehensive, and beautifully designed views of investment performance.
Bleakley Financial Group works with premier providers throughout the financial services industry to provide a broad range of support and value-added services. We have formed strategic alliances with industry leaders in their disciplines which include custody, account maintenance and reporting and account aggregation services. By clicking on the appropriate service provider link above, you will be redirected to a secure log-in page to access your personal account information.
All trademark and company logos herein are owned by the respective company. Bleakley Financial Group, LLC and LPL Financial are not affiliated with any company noted herein.
