Log in to the planning, account, and estate tools we use with clients, or download the official mobile apps where they are available.
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Atkinson Wealth Strategies Client Portal
Review your financial plan, track progress toward your goals, connect accounts, and share documents securely with our team in one place.
Household finances
Monarch Money
Organize household spending, budgets, and accounts in one place, and share a view with our team when you choose to collaborate.
Investment accounts
MyAccountView
Also known as LPL Account View
View investment account balances, activity, statements, and tax documents for accounts held through LPL Financial.
Estate planning
Wealth.com
Sign in to review, complete, and store estate planning documents in a secure client portal. Access is provided through an invitation from our firm.
Web access only. Wealth.com does not currently offer official iOS or Android apps.
Questions about access? Contact us at tyler.atkinson@lpl.com or (425) 747-1464.
Important information
Disclosures
The applications and websites listed above are provided by independent third-party companies. Atkinson Wealth Strategies is not responsible for their content, availability, or security. Use of each service is subject to that provider’s own terms and privacy policy. Links are provided for your convenience and open the official provider site or app store in a new tab.
