ACCOUNT ACCESS

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. 

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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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial.

LPL Financial and Integrated Financial Partners do not provide tax services. 

For more information visit www.FINRA.org or www.SIPC.org.
 
We are licensed to transact business in the following states: CT, FL, IL, LA, ME, MA, NH, NJ, NY, NC, PA, RI, VT, VA

Contact

Connecticut Office

1047 Bantam Rd.  

Bantam, CT 06750

Waltham Office

300 Fifth Avenue 
Third Floor 
Waltham, MA 02451

Laurie G. Gonthier

860-361-9361

Laurie.Gonthier@IFPadvisor.com

Jon R. Gonthier, CFA

781-547-6938

Jon.Gonthier@IFPadvisor.com

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