Our wealth management ally
LPL Financial
Mountain America has contracted with LPL Financial to offer wealth management and financial planning services.
Schedule a free consultation online or call us at 1-800-540-7670.
Who is LPL Financial?
LPL Financial is one of the nation's leading financial service providers and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that independent financial guidance is a fundamental need for everyone.
LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit lpl.com.
Check the background of this firm on FINRA's BrokerCheck.
Receive personalized guidance
Wealth advisors at Mountain America are employees of the credit union and registered through LPL Financial. This approach equips them with the tools and training they need, while allowing them to provide you with the attentive service of a local credit union.
Get started today
Schedule your free consultation online or call us at 1-800-540-7670. During the appointment, your advisor will review your financial history to better understand your needs. Once your plan has been created, you and your wealth advisor will continue your partnership in an effort to turn your financial dreams into realities.
Find an AdvisorLPL Account View
LPL Account View is your secure and convenient online investment account portal.
Benefits of Account View
- Receive your statements, tax documents and trade confirmations electronically with eDelivery.
- View your total portfolio value, asset allocations and daily changes.
- Export financial information for analysis or tracking.
- Check market positions, their market value and gain/loss details.
- Review, filter, sort and download transaction data history from the last two years.
- Access quotes, market performance and news.
- Share documents with your wealth advisor.
Getting started
Taking advantage of Account View is easy. Simply follow these steps:
- Go to Account View. Visit myaccountviewonline.com.
- Create your profile. Enter your contact information and verify the last four digits of your Social Security number.
- Verify your account. An email confirmation will be sent to the address you provide. Follow the instructions to register.
- Opt in to eDelivery. If you’d like to receive your statements and trade confirmations electronically, click the Go Paperless button.
If you need help with your Account View setup, please call 1-800-558-7567. For help with your investment account, please contact your wealth advisor or call Mountain America Investment Services at 1-800-540-7670.
Already a Mountain America member?
Easily view your LPL account balances through Mountain America's online and mobile banking. To link your account, call 1-800-540-7670 or contact your wealth advisor.
Contact your advisor
401(k) Distribution Options
Retirement Planning
Wealth Management
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.
