(800) 644-1150

Client Access

For current clients of Lucia Capital Group
LPL Account View

Access your statements

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LCG Reporting Portal

View a breakdown of your portfolio

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Personal Financial Dashboard

Aggregate all of your accounts

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eMoney is now available in LPL AccountView. You can continue to access your existing eMoney account until December 31, 2025. See the Commonly Asked Questions for more.

App Downloads and Support

Online Support

Download the mobile app for the LCG Reporting Portal, available on the App Store and Google Play.

To video conference with your financial advisor using Microsoft Teams, download the app from the App Store or Google Play.

To contact Lucia Capital Group regarding a review of your portfolio with your financial advisor, or for online support, click here to complete a support request. If you require immediate assistance, please contact your financial advisor by calling (800) 644-1150.

Submit a Support Request
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Commonly Asked Questions

Yes! We’re excited to announce that your WealthVision powered by eMoney account is now connected to your existing LPL AccountView profile.

This integration makes managing your financial life simpler and more efficient.

What does this mean for you? 

One Login for Everything: You can now access WealthVision directly through AccountView—no need for multiple logins.

Improved Data Flow: Account information flows directly from LPL to WealthVision, reducing delays and eliminating disruptions in LPL account connections.

You will continue to have access to your existing eMoney profile until December 31, 2025.

If you need to download or reference any information from your current eMoney account, please do so before this date.

Any outside accounts previously linked in eMoney (not connected through LPL) will need to be reconnected in WealthVision.

If you have any questions or need assistance reconnecting outside accounts, please contact your advisor and they will be happy to assist you.

Provided by LPL Financial, Account View provides many benefits detailed below:

  • It provides accurate information about your investments—at your fingertips.
  • Secure online access and electronic delivery of statements help protect you from the possibility of mail fraud and identity theft.
  • It’s continually updated, unlike the traditional paper statement that’s outdated the moment it’s printed.
  • A simple interface allows easy navigation through accounts, positions, transactions and statements; and provides an intuitive, clear experience.

If you are a client of Lucia Capital Group, visit our Client Support page to request access to LPL Account View, your Personal Financial Dashboard, or the LCG Reporting Portal.

For questions regarding your account, investments, or performance, please contact your financial advisor at (800) 644-1150 or complete a Client Support ticket.

Your LPL Account View username is your email. If you misplaced your LPL Account View password, please follow the account recovery instructions by clicking on the Forgot Password link on the Account View site. If you still require assistance, please contact your advisor. Please note that while your financial advisor cannot help you recover a lost or forgotten password, they can send you a link to you to reset your password.