Step One

Step One

Visit https://www.blackstonevalleywealth.com/

  • Click “Client Login”
Step Two 

Step Two 

Using your LPL Credentials, Login

  • Input LPL username
  • Click "NEXT"
  • Input LPL password
  • Click "Next"
Step Three

Step Three

You will be brought to Account View

  • Click the Wealth Vision icon/tab
Step Four

Step Four

You will be brought to Wealth Vision's landing page

  • Click Organizer
Step Five

Step Five

Once in the Organizer tab

  • Click "Accounts"
Step Six

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 

Step Seven 

Creating / Establishing a Linked Account in Wealth Vision

  • Click " Add Accounts"
Step Eight

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

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 

Step Ten 

Each Institution's landing page will look different, simply click "Connect" after you've entered your online login credentials. 

Disclosure; Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a registered investment advisor.Private Advisor Group and Blackstone Valley Wealth Management are separate entities from LPL Financial.Any named entity is not affiliated with LPL Financial.