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.