Phone

843.292.9997 Call or Text

Toll Free

1.866.292.9969

Fax

843.292.9969

Client FAQs

How can I view my account activity online?

By simply logging in to https://myaccountviewonline.com/AccountView/. If you don't have LPL Online AccountView set up, please contact one of our Client Service Managers, Emily Ridenhour at [email protected] or Leslie Moore at [email protected].

How do I get my LPL Online AccountView unlocked?

Please contact one of our Client Service Managers, Emily Ridenhour at [email protected] or Leslie Moore at [email protected].

When will I receive my tax information?

1099s are available January 31, February 15, March 1, or March 15 depending on the complexity of account holdings. 1099s can be found on your LPL Online AccountView https://myaccountviewonline.com/AccountView/ after the date they become available. Advisory fees can be found on your December 2019 statement for all advisory accounts. Statements can also be found here on your LPL Online AccountView. https://myaccountviewonline.com/AccountView/

Can I set up a meeting with my advisor?

Sure! We make it quick and easy through our online scheduling tool below. Tell us your preferred time for a meeting, and your best daytime phone number. We’ll call you to set a specific time & answer any questions you have.

Schedule your Annual Review

Ready to schedule your annual review? Give us a call or book your review below right now.

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