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IMPORTANT CLIENT UPDATE FOR LPL TRANSITION
UPDATED ONLINE ACCESS INFORMATION:If you login to NetxInvestor via Pershing, you will need to re-establish your online access via LPL’s AccountView.If you login to your client portal via WealthLink powered by eMoney, you do not have to do anything but as our data feed switches from Pershing to LPL you may not see your accounts lists during this time periodIf you login to Ivy funds through fiancialtrans.com you will need to re-establish your online access via LPL’s AccountView unless your account is a 529 plan, SIMPLE, SEP IRA, or 403(b).If you have outside accounts you login to directly such as Nationwide, Securian, Brighthouse, American Funds or others you will not need to do anything to your online access.You can set up your own online access with LPL. To do this please visit https://myaccountviewonline.com/. You will need your email, phone number and last four digits of your social security number.A few of our clients may have to sign additional forms with LPL and your advisor will reach out to you if you are impacted by this.