Broker Check

FAQ's

HERE ARE SOME FAQ'S YOU MIGHT FIND HELPFUL!

Where do I go to view my accounts online?

Say goodbye to snail mail, clutter, and information that’s outdated the moment it’s printed.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

  1. Easily view the total portfolio value for all of your accounts at the top of the home page.
  2. Monitor individual account balances, deposits, and withdrawals, and investment returns.
  3. Distinguish between accounts held at LPL and those held outside, and check balances for outside accounts.
  4. Keep track of how your investments performed at a specific time or over a period of time by simply hovering over the Value Over Time chart.

Tracking Your Accounts 

  1. View account performance by time period using the time selector tool.
  2. Receive statements, tax documents, and trade confirmations electronically with eDelivery.

Getting Started

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.

When will tax documents be mailed out?

Tax Documents are mailed out on February 15th.

If I’m turning 70.5 this year, will I get a notice about my RMD (required minimum distribution)?

YES! Every year we review all clients turning 70.5 and make sure to not only calculate the amount you need to take each year, but to get you the proper forms.

If I have questions about my online access (i.e. My password needs to be reset) who should I contact?

If you ever need your password reset or you don’t see an account showing up on OneView, you can reach out to Katie Cook by emailing her at kcook@maxwellfm.com or by calling her direct at 614-431-4345.

Who should I contact if I need to take a distribution?

Anyone in the office can help you, but the main person who deals with distributions is Heather Chill.

You can email her at hchill@maxwellfm.com 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.

Should I contact Maxwell Financial Management when I have a change in my life that is important? (examples: beneficiaries, phone number, email, address, job change, new benefits, etc.)

YES! That is why we are here, so please reach out if you have questions or just need to update your personal information.

OTHER NOTIFICATIONS TO EXPECT THROUGHOUT THE YEAR:

Webinar Wednesdays: The second Wednesday, every other month, join one of our wholesalers for a webinar on different financial topics.

Please visit www.maxwellFM.com – Events/Webinars to see the webinar schedule and the webinar link 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!