Client Center

Account Access 

Accessed from your computer, tablet or smartphone, Account View provides you secure, convenient, 24-hour online access to your investment account information.

To access Account View, click here: Account View login (

For an overview of the site, watch here: Account View 2.0 Video

Move Money

Accessing your money is simple. Below are your options:

  • ACH- Give us to call to setup a link to your bank account. We can setup Automatic contributions and Withdrawals or give us a call for a one time request. (A voided check or bank statement and a simple form is all that is needed to setup this feature).
  • Check Deposits- You can easily deposit funds into your account by mailing us check. Please prepare a check payable to "LPL Financial FBO (You)" along with contribution instructions (such as "20XX IRA contribution") and mail to our office 4524 Hwy 61 N. White Bear Lake, MN 55110. We will contact you with investment options and also mail you a receipt.
  • Account Transfer- To transfer an existing account we will need a recent statement and we will prepare a transfer form for your signature. Give us a call first if you desire to transfer an existing account.
  • Other options include check writing, debit cards, wires and mailing checks to you or a third party. Give us a call if you desire one of these options.

Account Updates

Give us a call if you need to update you account information such as:

  • Address changes
  • Beneficiary Changes
  • Employment Change


WealthVision is designed to consolidate all of your accounts, assets, and information into one secure location, making your personal financial life easier to navigate. Check out the video below to learn more.