Investment Management & Retirement Planning

CONNECT

Address:

116 Janesville Street
Oregon , WI 53575

Phone:

(608) 291-2121

Fax/Other:

(608) 237-2288

Account Access


Albridge Login

Albridge: https://lpl.mainaccount.com/

  1. Albridge is an LPL affiliated company that CFG uses as a source for consolidated Wealth and Performance Reporting.
  2. Albridge receives data feeds from almost every product company that CFG does business with.
  3. This tool best used if you want account performance reporting that encompasses every account that you have with Cutler Financial Group in one location.

* Note: Albridge does not supply Statements & Tax Documents *
~ For assistance accessing Albridge,
view the "Albridge Login Assistance" link or call our office at (608) 291-2121 ~


 

LPL Account View Login

LPL MyAccount View: https://myaccountviewonline.com/AccountView/

  1. Use this link to view your LPL Brokerage, MWP, SAM, and GWP Accounts.
  2. This link will provide performance reporting and detailed portfolio information (holdings, activity, asset allocation, etc.…) specific to your LPL account(s).
  3. Additionally, this link is where you can access account statements and tax documents related to your LPL custodied accounts.

*Note: If you hold Alternative Investments, LPL Account View is where these documents are accessed*
~ For assistance accessing AccountView,
view the "LPL MyAccount View Assistance" link or call our office at (608) 291-2121 ~


 

FTJ Account View Login

FTJ Fund Choice: https://www.portfoliologin.com

  1. TD Ameritrade is the clearing firm affiliated with FTJ Fund Choice
  2. This link will provide performance reporting and detailed portfolio information (holdings, activity, asset allocation, etc.…) specific to your FTJ Fund Choice Account(s).
  3. Additionally, this link is where you can access account statements and tax documents related to your FTJ accounts.

​~ For assistance accessing FTJ, view the "FTJ Login Assistance" link or call our office at (608) 291-2121 ~


 

GWP Account View Login

Guided Wealth Portfolio (GWP): https://www.lplguidedwealth.com/advisor/cutlerfinancialgroup

  1. This is an LPL sponsored account that has an additional area you can view your portfolio performance and detailed portfolio information (holdings, activity, asset allocation, etc.…) specific to your GWP account.
  2. If you have a GWP account with us, this site is a useful tool we have provided where you can see what you are doing well, and where you can improve in terms of saving for retirement.
  3. Additionally, performance and portfolio information for these types of accounts is available to you through the LPL MyAccount View login.
  4. Tax Documents and Account statements are available to you through the LPL MyAccount View login.

​~ For assistance accessing GWP, call our office at (608) 291-2121 ~