SAMPLE LPL STATEMENT
Statement Redesign Benefits and Features.
Preparing for Emergencies
Prepare for emergencies by organizing contact phone numbers, financial records, medical and property insurance policies and personal identification information.
ADDING ACCOUNTS TO EMX
A way you can link your non-BWM Financial accounts to your financial plan so it’s always up to date and accurate.
EMX APP FOR IPHONE
Bookmarking the EMX site on your iPhone looks and feels like an app.
EMX 2-FACTOR AUTHENTICATION
How you can choose to add additional security to your EMX site.
VAULT CHECKLIST
The EMX “vault” offers unlimited digital document storage for BWM Financial clients. It’s easy to securely share and access files whenever and wherever you need them from one location.
LPL ONLINE ACCESS ENROLLMENT
Secure financial account access anytime, anywhere, on any device.
Secure Email
We have a variety of options for secure messaging. Below are instructions on how to access, send and receive secure email.