Our wealth management ally
LPL Financial
Who is LPL Financial?
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that independent financial guidance is a fundamental need for everyone.
LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.
Mountain America employees
Wealth advisors at Mountain America are employees of the credit union and registered through LPL Financial. This approach gives our advisors the tools and training they need to help members plan for the future, while allowing them to maintain the great service they are accustomed to receiving from Mountain America.
How do you get started with LPL Financial?
Call us at 1-800-540-7670 or 801-325-6260 to meet with a wealth advisor. During the appointment, your advisor will review your financial history to better understand your needs. Once your plan has been created, you and your wealth advisor will continue your partnership in an effort to turn your financial dreams into realities.
Already a Mountain America member?
Managing your LPL account is made easy with a single page of information. If you are interested in seeing your LPL account through Mountain America’s Online Branch, please call 1-800-540-7670 or 801-325-6260 or contact your wealth advisor.
Schedule a consultation
LPL Account View
Manage your LPL portfolio online
Benefits of Account View
LPL Account View is your secure and convenient online investment account portal.
- Receive your statements, tax documents and trade confirmations electronically with eDelivery.
- View your total portfolio value, asset allocations and daily changes.
- Export financial information for analysis or tracking.
- Check market positions, their market value and gain/loss details.
- Review, filter, sort and download transaction data history from the last two years.
- Access quotes, market performance and news.
- Share documents with your wealth advisor.
Getting started
Taking advantage of Account View is easy. Simply follow these steps:
- Go to Account View. It’s located at www.myaccountviewonline.com.
- Create your profile. You’ll be asked to enter your contact information and verify the last four digits of your Social Security number.
- Verify your account. An email confirmation will be sent to the address you provide. Follow the instructions to complete the registration process.
- Opt in to eDelivery. If you’d like to receive your statements and trade confirmations electronically, click the Go Paperless button.
If you need help with your Account View setup, please call 1-800-558-7567. For help with your investment account, please contact your wealth advisor or call Mountain America Investment Services at 1-800-540-7670.
Schedule an Appointment
Wealth Management
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.
