Register/Getting Started with "LPL My Account View"
In order to access your LPL Accounts and statements, or the financial planning software known and "WealthVision, you should be receiving an email with “Myaccountview” in the address. (If you are just starting our in our relationship and you haven't received this yet, please ask and we are happy to set this up). This email will contain the invitation to activate your registration for LPL’s “My Account View.” This site will allow you to access monthly LPL statements and set preferences for e-Delivery. You will also access the financial planning software known as "WealthVision."
When you receive the email, please click on "Activate AccountView Profile"
On the "Complete Site Registration" page, your user name will be your e-mail address (unless otherwise told). On the "Validate User Information" Screen, you will need to enter the last 4 digits of your social security number (or Tax ID#), on of your LPL account numbers and your Zip or Postal Code to complete registration. Next you will select a p0assword that is 8-20 characters, no spaces, no more than 3 of the same characters in a row, and at least 3 of the 4 following characteristics:
- 1 upper case letter,
- 1 lower case letter,
- 1 number,
- 1 special character
Once you click submit on your password, you will need to accept the terms and complete the registration process, and click on "Agree."
When you get to the home screen of “My Account View”, you should see an option to the right that has green font that says, "Go Paperless." Feel free to review the preferences you have set for e-delivery vs. paper on your communications from LPL.
You should also see a menu across the top of the screen with blue letters on the tabs. Towards the right side of the menu, you should see a green dollar sign with the word, “WealthVision” next to it. Please click on that. That will take you into the home screen of the financial planning software and you should see another menu across the top with blue letters. To access the reports we may be discussing during your strategy and tactical meetings, please click on “Reports” towards the middle of the top of the screen. That will take you to the “balance sheet” and if you click on the drop down arrow to the right, you can change the report to view other reports. If you scroll down, you will see “cash flow” report which shows total inflows, outflows and portfolio assets. You will likely recognize this as on of the main focal points during our financial planning discussions.
To review the facts that we have entered, please scroll down past “Balance Sheet” and click under “Fact Summary” and you can click on the fact specific report, such as the “Liabilities and Expense Summary” to see what the expenses are that we have entered that may need updated. You will also want to look at the “Property Summary” to see the income and expenses associated with the actual property itself if you have a 2nd home or rental.
Also, if you want to send us documents securely, instead of clicking on “reports,” along the top blue menu, you can click on “vault” and then click on “shared documents." This allows you to upload anything you’d like in a secure fashion. This way, you never have to risk sending it over email. Please be sure to click on the “shared documents” folder first so that the “upload files” button will turn blue and allow you to actually upload a file.
You may notice another file folder named, “My Private Documents.” This is a folder where you can access encrypted online storage but choose not to share those documents with us. We don’t have access to that folder, so some people upload deeds there, passports, drivers’ licenses, etc. and we’ve even heard clients add their paint color names there.
