Welcome to 
Account View

Caplan Capital Management, Inc.  offers Strategic Wealth Management (SWM) clients secure online access through LPL Account View.  The following account information is available for viewing:

  • Account Balances and Activity

  • Account Asset Allocation and Values (over specific time periods)

  • Account Positions and Transactions

  • Account Documents and Statements

     

Please click the button above to login and access your reports.

If you are unable to login, please contact us at 732.249.8600.

Caplan Capital Management, Inc., a wealth management firm, is located in the heart of Middlesex County New Jersey

Visit

Caplan Capital Management, Inc.

24 North Third Avenue

Suite 201

Highland Park, NJ 08904

Call

T: (732) 249-8600

Investment advice offered through Atlas Private Wealth Alliance, LLC, a registered investment advisor.