Client Login

We created this page for easy reference to some of the websites you may log onto for additional resources. If you have any problems connecting to a website please contact us directly at 619-546-6160 and we can assist you.

Not sure which portal to use? Use eMoney to see your complete financial picture and collaborate with the Bair Financial Planning team. Use LPL Account View to access your LPL investment accounts, statements, tax documents, and account preferences.

eMoney

Your Financial Planning Hub

View your complete financial picture in one secure place. Connect your bank, credit card, loan, and investment accounts to track spending, monitor net worth, securely upload and download documents through the Vault, and collaborate with your Bair Financial Planning team.

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LPL AccountView

Your Investment Account Portal

Access your investment accounts held at LPL Financial. View balances and holdings, download statements and tax documents, manage paperless delivery, update beneficiaries, and complete other account-related tasks.

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