Maven Lane Client Online Access
We offer our clients two secure, mobile-friendly platforms to support different aspects of their financial life. Each tool provides unique features to help you stay informed, organized, and confident in managing your accounts. Use the overview below to access the portal that best fits your current needs - we encourage you to take advantage of both for the most comprehensive experience.
The Maven Lane Planning Portal
Track your full financial picture, set goals, manage your budget, and access documents through our secure portal.
Access Planning PortalLPL Financial Account View
Log in to view your LPL investment accounts, statements, and tax documents in one easy-to-navigate dashboard.
Access Account View"Which Portal Should I Use?"
Not sure which platform to use? Each serves a different purpose, and we encourage using both to get the most complete view of your finances. If you are a Financial Planning client only, you will only have access to the Maven Lane Planning Portal.
| Features | Maven Lane Planning Portal | LPL Account View |
|---|---|---|
| View all financial accounts in one place | ✔ Yes | ✖ No (LPL-related accounts only) |
| Monitor investment performance | ✔ Summary view across all linked accounts | ✔ Detailed performance by time period |
| Create and track a budget | ✔ Yes (private and customizable) | ✖ Not available |
| Access LPL statements & tax forms | ✖ Not available | ✔ Yes – via the Documents tab |
| Upload and store important documents | ✔ Yes – secure encrypted Vault | ✖ Not available |
| Track your net worth | ✔ Yes – updated in real time | ✖ Not available |
| Market news & index tracking | ✖ Not included | ✔ Yes – DJIA, NASDAQ, S&P 500 |
| Set paperless delivery preferences | ✖ Not applicable | ✔ Yes – manage e-Delivery options |
| Mobile access | ✔ Yes | ✔ Yes |