ACCOUNT ACCESS

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. 

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. 

LPL Financial and Integrated Financial Partners do not provide tax services.

For more information visit www.FINRA.org or www.SIPC.org.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, FL, CA, KY, ME, MD, MA, NH, NY, NC, OH, RI, TX, VT

Click on the links for a copy of the Firm ADV and Client Relationship Summary.

Contact

Integrated Financial Partners

300 Fifth Avenue, 
Third Floor 
Waltham, MA 02451

Ronald.Smith@IFPadvisor.com

781-373-4453 

Susan.Ahern-Wiercinski@IFPadvisor.com

781-373-4464 

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