Welcome to LPL
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:
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Account Balances and Activity
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Account Asset Allocation and Values (over specific time periods)
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Account Positions and Transactions
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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.