LPL Transition - What You Need to Know

Account View gives you online access to your accounts, statements, secure documents, and WealthVision. It is also a great way to get access to financial proposals and advice from your financial professional at advisemint.  Click the button below to register and log on.

To download the Account View app, search for "LPL Account View" on the App Store for iOS or Google Play for Android Devices.  You must first register for Account View via a browser (i.e., Chrome, Firefox, and Safari) before accessing it via the app.

These accounts will still use the old login through Ivy Investments.  Use your old username and password to access these accounts.

Please update your address book to reflect the following email addresses:

• Lori Smith - [email protected]
• Tyler Smith - [email protected]
• Francesco Mercuri - [email protected]
• Allen Fidler, IV - [email protected]
• Bridget Smith - [email protected]

Emails sent to our old email addresses will forward to our new email for the foreseeable future.

Pershing Accounts

You can still access your old statements and tax forms for those accounts that were held at Pershing, by visiting https://waddell.netxinvestor.com/nxi/overview.

For those accounts that are eligible for a tax form, you will receive two tax forms for 2021.  One tax form will be from Waddell & Reed, and the other will be from LPL Financial.

Ivy Accounts

You can still access your old statements and tax forms for those accounts that were held at Ivy, by visiting Ivy Investments

For those accounts that are eligible for a tax form, you will receive two tax forms for 2021.  One tax form will be from Waddell & Reed, and the other will be from LPL Financial.