LifePoint Planning Clients:
- Stay connected with your Advisor and your Investments.
- View current account positions, transactions, and performance
- 24/7/365 Access
- Aggregate held-away accounts to see a full view of your financial life
- Upload a document to your advisor from your mobile device in a secure environment
- Set up Touch ID ®/Face ID ® to securely login to the app instead of using your password (if your device allows)
- Stay connected with your Advisor and your Investments.
- View current account positions, transactions, and performance
- 24/7/365 Access
- Aggregate held-away accounts to see a full view of your financial life
- Upload a document to your advisor from your mobile device in a secure environment
- Set up Touch ID ®/Face ID ® to securely login to the app instead of using your password (if your device allows)
Show More
