Broker Check

Client Account Login

Tax Clients

Access your tax planning & preparation account.

My SmartVault

For Financial Planning & Wealth Management Clients.

Access your personal wealth website.

Wealth 360 Login

LPL Account View

Access your investment accounts held at LPL Financial.

LPL AccountView

401k Access

Access your 401k at John Hancock.

My 401k

Need help accessing your account? Call our office at 916-983-1160 or send us a message and someone will reach out to you within 1 business day.

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