Help with Logging On to Your Online Accounts
LPL Financial
- Visit login site here: LPL Financial Account View (Page will open in a new tab/window)
- First Time Users: Please read Getting Started with Account View
- For additional information on the features of Account View, please reference the following brochure:
Account View Guide
- Subsequent Logins: Enter your username and password, then click "Sign In"
American Funds
- Visit login site here: American Funds Login (Page will open in new tab/window)
- First-time Login: Please see the American Funds' help page
- Subsequent Logins: Enter your username or account number, then click "Log In" and follow the screens
Fidelity Advisor
- Visit login site here: Fidelity Login (Page will open in new tab/window)
- First-time login: Under the title, "Registration & Account Setup", click "Online Registration". Complete each screen to setup your online account.
- Subsequent Logins: Enter your Customer ID and password, then click "Log In"
For further help or questions, please email Rich.