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
A Guide to Getting Started
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.