Online Resources

As a client of LPL Financial at Mountain America Credit Union, you have access to a number of helpful online tools. Here is a service we think you’ll find beneficial.

Online Resources

As a client of LPL Financial at Mountain America Credit Union, you have access to a number of helpful online tools. Here is a service we think you’ll find beneficial.

Manage Your 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 provided. 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.

For your free, no-obligation consultation call us today.

For a list of investment products and services offered by Mountain America Credit Union and LPL Financial, and their definitions, click here.

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