Smart, online investing made simple
Say goodbye to in-person meetings and confusing jargon and hello to simple online investing with Guided Wealth Portfolio (GWP)!
Get StartedHow does GWP work?
You’re in control. GWP builds your investment strategy around your goals, risk tolerance, and timeline. You can review and update your account anytime through the Account View portal. You’ll also have a dedicated financial advisor for your account.
What you get with GWP
- ✓ Personalized advice. Your dedicated CFS consultant helps ensure your portfolio fits your needs and is available anytime you have questions.
- ✓ Professional portfolio design. Investment portfolio models are selected by LPL Research, an experienced money manager.
- ✓ Ongoing monitoring. Your portfolio is rebalanced annually to stay aligned with market changes.
- ✓ Tax-loss harvesting. Quarterly reviews help offset gains while keeping your strategy on track.
Getting started is easy!
- ✓ Access the portal. Click below to start your GWP journey.
- ✓ Share your goals. Answer a few questions about your financial goals and risk tolerance.
- ✓ Review your plan. Get a personalized investment proposal by email.
- ✓ Fund your account. Transfer money or roll over an Individual Retirement Account (IRA). A minimum of $5,000 is required.
- ✓ Sign and go. Complete the setup with digital signatures and start managing your portfolio in Account View.
Additional steps may be needed depending on how you fund your account.
If you have any questions, reach out to us here!
The tax-loss harvesting and other tax strategies discussed should not be interpreted as tax advice and there is no representation that such strategies will result in any particular tax consequence. Clients should consult with their personal tax advisors regarding the tax consequences of investing. LPL Financial does not provide tax advice.
Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). Guided Wealth Portfolios generates investment recommendations based upon model portfolios constructed by LPL.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a nondiversified portfolio. Diversification does not protect against market risk.
An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as non-diversification, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.
Rebalancing a portfolio may cause investors to incur tax liabilities and does not assure a profit or protect against a loss.