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Client Login

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This mobile-friendly web portal is available 24-7. With Account View you have convenient online access to your investment account information, portfolios, quotes, market performance and news about relevant topics. 

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eMoney is a web-based tool providing account aggregation so all of your investments can be viewed in one comprehensive, convenient and secure portal. This includes a digital vault so you can store important documents and access them from anywhere in the world. It’s like having a file drawer and a bank safety deposit box together online. By combining investments on this one platform, we can generate aggregated analytical reports to monitor, track and address your needs. From analytics to cash flow to pro forma modeling, eMoney helps you manage your budget, have information at your fingertips and project future scenarios. 

Fidelity Investments

Fidelity Investments acts as a qualified custodian offering trade clearing and custody services. Fidelity has been providing these services to RIA firms for over 20 years.

Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial.

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, DC, FL, IL, KS, MD, ME, MN, MO, NJ, NM, NY, OK, TX, VA, WA

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Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

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Kristopher Lindley CA Insurance #0D78721

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