LPL Financial

Our wealth management ally
To provide our members with comprehensive financial packages, Mountain America has contracted with LPL Financial to offer.

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 objective 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.

Dual employees

Wealth advisors at Mountain America are dual employees of the credit union and 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

 

Check the background of this firm on FINRA's BrokerCheck.

LPL online resources

Manage your LPL portfolio online

When it comes to managing your investment account information, you want it quick and easy. That’s exactly what you get with Account View. It’s your secure and convenient online investment account portal.

Benefits of Account View

  • 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:

  1. Go to Account View. It’s located at www.myaccountviewonline.com.
  2. Create your profile. You’ll be asked to enter your contact information and verify the last four digits of your Social Security number.
  3. Verify your account. An email confirmation will be sent to the address you provide. Follow the instructions to complete the registration process.
  4. 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 LPL Financial at Mountain America Credit Union at 1-800-540-7670.

 

Meet the Team

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LPL Financial

Client Login

Access your LPL Financial account view.

Wealth Management

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