View Your Portfolio

From our site you can gather current quotes and news on individual stocks and funds and inquire about your own personal portfolio through LPL Financial.   Just click the "inquire about your own personal portfolio" link and you will be directed to the Accountview site. 

If you don't already have a sign-in ID and password just contact Kim Powell at (937)847-6954 or

PLEASE NOTE: The information being provided is strictly as a courtesy.  When you link to "inquire about your personal portfolio", you are leaving this site.  Our company makes no representation as to the completeness or accuracy of the information provided at these sites.  Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.  When you access one of these sites, you are leaving MWZ FinancialGroup LLC's web-site and assume total responsibility and risk for the use of the sites you are linking to.