6530 West Campus Oval
Say goodbye to snail mail, clutter, and information that’s outdated the moment it’s printed. Say hello to secure, constant, anywhere online access to your financial information with Account View and eDelivery.
Understanding Your Accounts
Tracking Your Accounts
Enrolling is easy. Follow these simple steps:
Visit www.myaccountviewonline.com and click Sign Up for Account View.
Create your confidential and secure profile.You'll be asked to enter your contact information and verify the last four digits of your social security number. It's secure and safe - we use this information to protect your account.
Verify your account. You'll receive an email confirmation to the email address you provided. Only you have access to that email, and only you can activate your Account View access.
Opt in to eDelivery by clicking Go Paperless.Eliminate printed monthly statements and trade confirmations through the mail. You have secure and private access to view these documents online through Account View.
Securities offered through LPL Financial, Member FINRA/SIPC.
Tax Documents are mailed out on February 15th.
YES! Every year we review all clients turning 72 and make sure to not only calculate the amount you need to take each year, but to get you the proper forms.
If you ever need your password reset or you don’t see an account showing up on AccountView, you can reach out to Gloria Smith by emailing her at email@example.com or by calling her direct at 614-431-4345.
Anyone in the office can help you, but the main person who deals with distributions is Heather Chill.
You can email her at firstname.lastname@example.org or call her directly at 614-431-4345.
She can get you the proper paperwork (if needed) and help you with any questions you might have.
YES! That is why we are here, so please reach out if you have questions or just need to update your personal information.
End of year contribution reminders: We will send out an email in November about making sure to fund your employer retirement plans, 529’s employer plans, etc. by year end.
IRA/HSA contribution reminders: We will send out a reminder in March that you have up until tax-day to fund your IRA and Health Savings Account for the previous year.
Still have other questions that were not answered above?
Don’t hesitate to call or email us at any time. We are here to help!