Client Center

Welcome to Planmark’s Client Center. Managing your financial life is easier with one central access to all your financial information. To access your accounts online, just choose the service below for which you have signed up, and then log in:

Wealth Management System Introduction

Life in a Box – Introduction to Planmark’s Wealth Management System

Wealth Management System Video

Wealth Management System

Monitor your continually updated financial plan, access an aggregated, comprehensive view of your financial portfolio, and your online document storage Vault.

Access Wealth Management

LPL Account View

LPL Account View is an easy and effective way to view your LPL account information online
– you can access: LPL Statements; Account balances, Positions and portfolio views, Transaction detail.

LPL Account View