Client Center
Account Access
Accessed from your computer, tablet or smartphone, Account View provides you secure, convenient, 24-hour online access to your investment account information.
To access Account View, click here: Account View login (myaccountviewonline.com)
For an overview of the site, watch here: Account View 2.0 Video
Move Money
- ACH- Give us to call to setup a link to your bank account. We can setup Automatic contributions and Withdrawals or give us a call for a one time request. (A voided check or bank statement and a simple form is all that is needed to setup this feature).
- Check Deposits- You can easily deposit funds into your account by mailing us check. Please prepare a check payable to “LPL Financial FBO (You)” along with contribution instructions (such as “20XX IRA contribution”) and mail to our office 4524 Hwy 61 N. White Bear Lake, MN 55110. We will contact you with investment options and also mail you a receipt.
- Account Transfer- To transfer an existing account we will need a recent statement and we will prepare a transfer form for your signature. Give us a call first if you desire to transfer an existing account.
- Other options include check writing, debit cards, wires and mailing checks to you or a third party. Give us a call if you desire one of these option
Account Updates
Give us a call if you need to update your account information such as:
WealthVision
WealthVision is designed to consolidate all of your accounts, assets, and information into one secure location, making your personal financial life easier to navigate. Check out the video to learn more.