View Your Account Information

View your account information by choosing an option below.
Please note: your user name and password will be different for each of these options.
If you need help logging in or have any questions, please contact our Service Team at (716) 650-4151. 

 

Account View Login:
Account View 2.0

Log into Account View 2.0 to view your statements held with LPL as custodian.  Account View is your secure 
online access to financial information . View all your accounts, track performance, monitor deposits/withdrawals, and check your total portfolio value — all in one place.                                                               
 View Your Accounts & LPL Statements In Account View

 

 

eMoney Login:

        Log into eMoney for an all-encompassing source of your financial data. eMoney is your secure platform 
        to view and engage with your financial plan. Connect all of your accounts, including assets held away, or share documents safely with the HFG team         using eMoney. 
       View Your Portfolio In eMoney