Working with the Home Page

From the Home page you can view information related to your account, current market trends and news. The Home page displays:

• Summary of your accounts
• Asset allocation chart
• Value over time chart
• Business announcements
• Financial headlines and market data
• Information on Go Green

Note:If you have subscribed to My Documents and WealthVision, then corresponding links appear on the Home page. You can click:

• My Documents to store business documents
• WealthVision to use the financial planning software

Related Topics

• Accounts Held at LPL

• Accounts Held Outside of LPL

• Working with the Value Over Time Chart

• Working with the Asset Allocation Chart

• About Go Green

• Announcements

• Viewing Market Data

• Viewing Financial Headlines

• Download to Quicken