Step One
Visit https://www.blackstonevalleywealth.com/
- Click “Client Login”
Step Two
Using your LPL Credentials, Login
- Input LPL username
- Click "NEXT"
- Input LPL password
- Click "Next"
Step Three
You will be brought to Account View
- Click the Wealth Vision icon/tab
Step Four
You will be brought to Wealth Vision's landing page
- Click Organizer
Step Five
Once in the Organizer tab
- Click "Accounts"
Step Six
To the right of your "un-linked connection"
- Click "Actions"
- Click "Refresh"
- If the link is still un-linked, continue to step seven
Step Seven
Creating / Establishing a Linked Account in Wealth Vision
- Click " Add Accounts"
Step Eight
A prompt will appear on your screen
- Click "I Have a Logon"
- Type or Paste URL of Financial Institution Website OR the Financial Institutions Name, (example: www.bankofamerica.com or Bank of America)
- Select your Institution
Step Nine
A prompt will appear on your screen
- Type or Paste URL of Financial Institution Website OR the Financial Institutions Name, (example: www.bankofamerica.com or Bank of America)
- Select your Institution
Step Ten
Each Institution's landing page will look different, simply click "Connect" after you've entered your online login credentials.