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Pullman Office

205 East Main Street

Pullman, WA 99163

Tri-Cities Office

1363 Columbia Park Trail, Suite 202

Richland, WA 99352

Access Your Accounts

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We understand the importance of having access to your account information. Keep reading to learn more about each of our Account Access Tools.

Account View (Our LPL Platform)

Through your partnership with us, you now have access to a new online portal and app, known as Account View, which makes it easy to view and track your investment accounts. This will allow you to stay connected to your investments and access your information—from anywhere, anytime. The Account View 2.0 modernized dashboard provides a simple view of your account information so you can see everything from one, easy-to-understand location.

How to start viewing your accounts

We’ve put together some brief resources to help you get a feel for this new technology and learn more about how it works:

Click the button below to get started with Account View.

Learn More


Learn more about WealthLink, your Financial Planning website, by clicking the button below.

Learn More/Log In

Ivy Funds Only

View your Ivy Funds that are remaining on the Ivy or SS&C platform. Click the button below.

Learn More/Log In