Client Resources

Below you will find links to several of the companies and tools that we work with to help pursue your financial goals.


The Dashboard: Financial Planning Portal

If you are a financial planning client, access your interactive financial plan and financial dashboard here.

LPL Financial – 8 Digit Account Numbers

If you have accounts directly held at LPL Financial, log in here to your AccountView Profile to access statements, interact with your account, and see current holdings details.

TD Ameritrade / Orion 9 Digit Account Numbers

If you have accounts held at TD Ameritrade administered by Orion, log in here to access statements, interact with your account, and see current holdings details.

LPL Quarterly Market Insights

Analysis provided by LPL Research.


Emily McDonald is a registered representative with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.  The LPL Financial Registered Representative(s) associated with this website may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed.  No offers may be made or accepted from a resident of any other state.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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