WealthVision Maintenance Agreement Services

LPL Advisors who are WealthVision subscribers have the option of offering their clients access to and use of the WealthVision website - a personal financial homepage that consolidates and tracks financial accounts, assets and important documents through a single access point in one secure location. Balances are automatically updated nightly based on values provided by the client's financial institutions. Advisors can charge an annual fee to clients for access to WealthVision.

Maintenance services provided by advisors may include manual entry of financial data to the website, uploading and maintenance of documents electronically stored on the website, support of the aggregation function that permits clients to view consolidated financial information from accounts at various financial institutions and ongoing customer support and training related to WealthVision. Services are rendered for maintenance of the client's WealthVision website and do not include investment advice or financial planning.