With the Worksite Financial Solutions Mobile App, you will have access to convenient tools and resources*, in which you may be able to enroll in your employer’s plan, manage your distributions, and enroll in advice for your retirement plan investments (depending on your provider’s terms of service). You may also have access to benefits provided by your employer, including financial wellness assessments and financial education resources such as calculators, tutorials, videos and articles to help you manage every stage of your retirement planning process.
• View and manage your employer-based retirement plan account(s)
• Enroll and receive advice on investment options
• Manage your retirement plan distributions
• Access content specific to each stage of your retirement planning process
• Access financial wellness portal dedicated to help with planning and managing your financial goals
• Access library of tools and resources for financial education, including articles, online calculators, videos and tutorials
*Features vary by plan and are made accessible to plan participants on a service subscription basis determined by their provider.
PLEASE READ THIS IMPORTANT INFORMATION
LPL Financial and its family of affiliated companies are committed to protecting the confidentiality of the information furnished by our clients to us. The following members of the LPL Financial family of companies subscribe to the Privacy Notice: LPL Independent Advisor Services Group, LLC, Independent Advisors Group Corporation, LPL Insurance Associates, Inc., PTC Holdings, Inc., and The Private Trust Company. N.A.
Application system availability and response times are subject to mobile connection limitations.
Worksite Financial Solutions is a program exclusive to LPL Financial and its advisor partners.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. To the extent you are receiving investment advice from a separately registered independent investment advisor, please note that LPL Financial is not an affiliate of and makes no representation with respect to such entity.
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All your accounts in one place, in real time, all the time, exclusive to you.
The Harris & Associates Client Portal App is fast, convenient, free, and allows users to: \u2028
- Check multiple account balances\u2028
- View portfolio performance\u2028
- View personal financial plans
- View aggregate account activity
- Upload and share documents
To use the Harris & Associates Client Portal Mobile App, you must already be a client of Harris & Associates. The app allows you to access your accounts using your existing Orion Client Web Portal username and password. If you are new to our firm or are interest please visit us at www.harrisadvisory.com or call us at 310-318-3700 for more information about how to access this feature. If you are a current client with an Orion Client Web Portal account, simply download the app, enter your login credentials and you are ready to go!