(800) 644-1150

Here’s what you’ll need to begin

Make your dashboard your own

In this step, we’ll walk you through the things you’ll need to have ready as you start to use your Personal Financial Dashboard. This section shows you how to both connect your outside accounts and personalize your portal by adding contacts, photos, and more. Once you’ve linked your accounts, you’ll be able to view everything together without having to log in and out of multiple sites.

Learn how to connect your outside accounts

Download

A Guide to Getting Started

A Guide to Getting Started

Need help?

We’re here for you.

Sometimes figuring out what to do first—or next—can be confusing. We’re here to help you sort out and resolve any issues you may be encountering. If you want help getting started, aren’t sure which action to take next, or need someone to guide you through the process from start to finish, you can easily get in touch with us here at Lucia Capital Group by calling (800) 644-1150.

Contact our tech support team

Reach out to our technical support team if you need help with your Personal Financial Dashboard.

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Connect with a financial advisor

No client or prospective client should assume that the information contained herein (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group, its investment adviser representatives, affiliates or any other investment professional.
Registered representatives of Lucia Capital Group only conduct business in the states where they are currently licensed.
Raymond J. Lucia Jr. is chairman of Lucia Capital Group, a registered investment advisor, and CEO of its affiliated broker/dealer, Lucia Securities, LLC, member FINRA/SIPC. Registration with the SEC does not imply a certain level of skill or training. Advisory services offered through Lucia Capital Group. Securities offered through Lucia Securities, LLC. eMoney is not affiliated with Lucia Capital Group or any of its subsidiaries.