Providing you with Account View is one way we are committed to help you pursue your financial goals. Accessed from your computer, tablet or smartphone, Account View provides your secure, convenient, 24-hour online access to your investment account information.
To access Account View, visit www.myaccountviewonline.com
From the home page, you have easy access to your account portfolio, quotes, market performance, news and the following additional highlights:
Account View offers simple navigation through accounts, positions, transactions and statements for an intuitive, clear experience.
|Accounts||For one or all of your accounts, you can view the asset allocation, value over a set period of time, balances and margin details.|
View all positions, their market value, gain and loss details. Select any symbol or CUSIP number to view current market data. Select the My View tab and Create Custom View to select additional details you would like displayed.
|Transactions||The last two years of transactions are viewable and can be downloaded. Use the filter options to select specific time frames and transaction types to limit your search results.|
|Statements||View your statements, tax documents and trade confirmations. You can easily go paperless on your statements and trade confirmations.|
Do you want to reduce the amount of mail you receive? Account View offers you a simple way with the option to participate in the eco-conscious effort of turning off your paper statements and trade confirmations. In addition to the environmental benefits of going paperless, you can organize and simplify your life by eliminating clutter and unnecessary mail. Rest easy knowing that your information can be found securely in Account View.
To sign up, click on the Go Green Meter on the homepage or go to the Statements tab and click on Go Paperless.
If you are accessing Account View for the first time, you have the ability to quickly and easily create your Account View profile online:
Account View allows you to quickly access your contact information, manage accounts and update your settings.
How to Update Contact Information and Security Information
How to Add Additional Accounts to Your Profile
Please note: If you would like to add an account that does not have your social security number listed, such as a 401(k) with Tax ID or your spouse's individual account, please contact our office.
How to Update Your Site Settings
How do I reset my password?
From the Account View login screen select Forgot Password? Enter your username and select Continue. An email will be sent to your email address on file, from firstname.lastname@example.org, with instructions on how to complete the password reset process.
I've locked myself out of Account View. What should I do?
To unlock your account without changing your password, contact our office. Otherwise, follow the password reset instructions above.
How do I add another email address to receive notifications pertaining to my statements?
From the Go Paperless screen, select the dropdown arrow located to the right of the statement you would like to edit the recipients on. Select Add Recipient, enter the email address you would like to add and select OK. Please note: recipients will receive notifications informing them that a new statement is ready to be viewed, but you must access Account View to view the actual statement.
The system says an email was sent to me, but I haven't received the email. What should I do?
Check your spam and junk folders to ensure the emails are not there. Add email@example.com to your contact list or address book to ensure receipt of all emails going forward.
What versions of Quicken does the system support?
Compatible with all versions of Quicken since 2011.
How much information will Quicken download?
Your first download will default to inception to date. Subsequent downloads will allow you to change the date range.
For more information on our financial services visit out homepage.
The LPL Financial Research annual report shares that the U.S. economy is still exhibiting some positive fundamentals despite trade uncertainty and slowing global growth. LPL Financial Research strategists maintain that some key trends and market signals will be important to watch, including progress on U.S.-China trade discussions, an encouraging outlook from corporate America, and continued strength in consumer spending. Outlook 2020 provides updated views of current fundamentals and risk factors, while emphasizing the four primary pillars for investing – policy, the economy, bonds, and stocks. “We expect the U.S. economy to continue to grow in 2020 and support gains for stocks, although we are increasingly mindful of our position in the business cycle. We continue to see low likelihood of recession in the coming year. While we can’t see into the future, one thing we can predict is that uncertainty in the markets is here to stay,” said LPL Financial Executive Vice President and Chief Investment Strategist John Lynch. “By focusing on the fundamentals and market signals, we believe investors can make the most effective decisions for their diversified long-term portfolios.” Read more about key themes to watch and our investment forecasts in the full publication. Read More ›
Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e., price increases) and dividend payments. Read More ›
Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income? Take this quiz to learn more. Read More ›