WealthVision

WEALTHVISION/eMONEY

YOUR PERSONAL FINANCIAL WEBSITE

Organize your financial life with a consolidated view of your accounts maintained with LPL and elsewhere.

The portal can help you establish budgets and maintain spending. It can determine and monitor your net worth. Together we can establish, monitor and update your goals. In short, you will have 24-hour access to a personal website that uses sophisticated technology to offer you a consolidated view of your financial life in one safe and secure location.

WEALTH VISION MOBILE ACCESS

If you have an established Account View profile and are using the Account View app on your mobile device, you can access WealthVision directly from your Account View interface. Once logged into Account View, click “More” from the bottom menu, and then “WealthVision”.

If you are not using the Account View mobile app and would like to install it on your mobile device, you can find the Account View Mobile App by searching “LPL Account View“ on the App Store for iOS and Google Play for Android devices. Then you can login using your email address and password from when you created your Account View access. You’ll get a text message with a code to register the app the first time you log in.

Wealth Vision's powerful engine can generate comprehensive financial planning analytics—calculating cash flow projections,modeling “what-if” scenarios, and generating alerts when adjustments may need to be made. Work directly with our team at Concord River Financial to develop a financial plan to assist you in the pursuit of your financial goals.

Desktop or Mobile

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Your secure personal website is available via desktop or mobile, and it allows you to track your progress against the goals set by you and your Advisor. And, perhaps most importantly, you never have to worry about your information being shared with online advertisers and other service providers.

Safe & Secure

Your data is secured through a combination of technology, system design and architecture and strict policies and procedures. The below material explains some of the measures used to protect your data.

Firewalls – All eMoney Advisor equipment and applications are secured behind firewalls. Firewalls are security devices that create a barrier between the wide-open Internet and the equipment and applications used by eMoney Advisor. Firewalls limit ways that can inflict harm on data, equipment or applications. All traffic detected to and from eMoney’s system must pass through these firewalls, including access from the eMoney Advisor intranet. The firewalls are also used to separate databases containing your data from eMoney's web and application servers.

Intrusion Detection - The entire production network is monitored and policed for intrusion attempts 24 hours a day, 7 days a week. Any detected intrusion attempts are analyzed to determine the identity of the intruders and the extent of the intrusion.

Password Protection and Data Security - Every user's password and account data are stored and transmitted in an encrypted format at all times across multiple, distributed database systems, all securely housed at a state of the art third party hosting service that provides enhanced physical security, fire protection and electronic shielding. No one but the user has access to such user’s password.

Audits and Inspections - The eMoney Advisor security infrastructure is regularly audited and inspected to ensure the security tools utilized are up to date.

For additional information concerning eMoney Advisor and Client Security, click here.