Account Access - Southlake Financial Planner | Wealth Manager I Financial Advisor

Account Access

Account Access

If you would like to request online access to your accounts, please contact:

Josh Hubman, (817) 717-3812.

If you have already requested your USER ID and PASSWORD, please click one of the following links:

For access to Virtus Vault:

For access to LPL Brokerage accounts:

For access to Eqis Account View:
Delivering the Support and the Financial Guidance You Need

We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.