CONNECT

Address:

1647 N. Swan Road
Tucson, AZ 85712

Phone:

(520) 881-1149,Toll Free (877) 881-1149

Fax/Other:

(520) 881-1297

Sign Up Instructions - LPL Account View

 LPL??LPL Account View - Initial Activitation Instructions:

 

Before getting started:

Step 1: Access Account View either through www.toccofinancial.com, or directly, at: www.myaccountviewonline.com.

Step 2: Create an account by selecting “Sign Up for Account View”.

Step 3: Enter the last 4 digits of your social security number or tax ID number, any one of your LPL account numbers with dashes (for example XXXX-XXXX), and zip code. Select “Continue”.

Step 4: Create your profile by adding the required information, choose a password, and select a security image.  Review your listed account(s). To add an additional account, select “Add Account”, enter the Account Number and Nickname to refer to the account.  If you are unable to add an account to your profile, please contact your Advisor.  When you are ready to proceed, select “Continue”.

Step 5: Verify the information you have entered in your profile and select “Create Profile”.

Step 6: Confirmation will appear letting you know that your profile has been created.  Select “OK” and close your browser window.

Step 7: Go to your email and open the message from: noreply.myaccountviewonline@lpl.com.  Select the first link within the email.

Step 8: You will be presented with the Account View login screen.  Enter your Username and select “Continue”.

Step 9: Enter the last 4 digits of your social security number or tax ID number, any one of your LPL account numbers with dashes (for example XXXX-XXXX), and zip code. Select “Continue”.

Step 10: Agree to the site Terms and Conditions by selecting “Agree”.

Step 11: You can eliminate mailings and enjoy online access of your statements and trade confirmations by selecting “Go Paperless”.

Step 12: Watch the Demo Tour video to learn more about the many benefits and features of Account View.  Select “Close” to continue on to Account View.

Step 13: You will be directed to your Account View homepage where you can begin viewing your account details, statements, market news, and much more!