Q: What is LPL Account View?
A: LPL Account View is a secure website that lets you view most types of investments purchased from a Golden 1 Investment Services Financial Consultant1 through LPL Financial. There, you can research investment opportunities, get stock market quotes, and organize your portfolio easily from any computer, anytime.
Q: Who can sign up for LPL Account View?
A: Golden 1 members who have investments with a Golden 1 Investment Services Financial Consultant through LPL Financial like mutual funds, stocks, bonds, or certain IRAs may register to use and access LPL Account View.
Q: Why should I sign up for LPL Account View?
A: LPL Account View allows you to view, research, organize, and analyze your investment accounts 24 hours a day, 7 days a week.
Q: How much does it cost to use LPL Account View?
A: LPL Account View is free.
Q: Do I have to "go paperless"?
A: No. Users are not required to sign up for e-mailed statements. LPL Account View users can still receive mailed paper statements and can always opt-in to "go paperless" in the future.
Q: How secure is this website? I'm not sure I want my investment information sent over the Internet.
A: Your information cannot be accessed without your password. We encourage users to choose a password that would be hard to guess that includes a variety of upper- and lower-case letters, symbols, and numbers. Users should also change passwords periodically as an extra precaution.
Q: How is my information organized on LPL Account View?
A: LPL Account View offers multiple ways to access your investment information. Information tabs allows you to:
Q: How do I sign up for LPL Account View?
A: To register, click here, then click the "Sign Up for Account View" button, (golden1.com/Investments), then click on "LPL Account View". Once you're registered, simply log in to access your portfolio. (Note: You will need your LPL account number to go online to LPL Account View. If you need your account number, please contact your Financial Consultant or call the LPL Financial Client Services line at 1-800-558-7567.)
Q: What if I have more questions?
A: For more information about LPL Account View, contact your Golden 1 Investment Services Financial Consultant (registered with LPL Financial) or call us at 1-877-GOLDEN 1 (1-877-465-3361).
1The Financial Consultants of Golden 1 Investment Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. LPL Financial is a Registered Investment Advisor. LPL Financial is not affiliated with Golden 1 Credit Union or Golden 1 Investment Services. The LPL Financial registered representative associated with this site may discuss and/or transact securities business with residents of all 50 states.
You are advised to seek advice from your own tax professional and attorney.
Use of this website signifies your agreement to the Terms & Conditions.