Client Access

Securely access your accounts, financial plans, and documents through our partner portals.

LPL Account View

Secure access to your LPL Financial brokerage and advisory accounts, statements, and tax documents.

Login to Portal

Right Capital

View your comprehensive financial plan, track progress toward your goals, and link external accounts.

Login to Portal

Prudential Products

Access your Prudential insurance policies, annuities, and other related products.

Login to Portal

Security Notice

Madison Planning Associates will never ask for your passwords via email or phone. Always ensure you are logging into the official partner portals. If you notice suspicious activity, please contact us immediately.

Need help accessing your accounts?

If you're having trouble logging in or need to set up access, please contact our office for assistance.