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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