Welcome to LPL
Account View
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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:

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  • 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.

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

Main Office:

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24 North Third Avenue

Suite 201

Highland Park, NJ 08904

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Satellite Office:

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1 University Plaza Drive

Suite 120

Hackensack, NJ 07601

Call

(732) 249-8600

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Investment advice offered through Atlas Private Wealth Alliance, LLC, a Registered Investment Advisor.