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Learn about www.MyAccountViewOnline.com
Getting Started

 

Once your account is set up, you should go online and setup your credentials to login to your account. 

Goto LPL’s online portal to view your account at www.myaccountviewonline.com.  Accessed from a computer, tablet or smartphone, MyAccountViewOnline is your secure, convenient, 24-hour online access to your investment account information.

The website experience is mobile ready! On MyAccountViewOnline you can:

  • View your account balance
  • View the transactions that have occurred in your account
  • Download your statements in .pdf
  • Turn off your paper statements
  • Download account information into Quicken
  • And much more

 

 

Getting Started - You will need to register for the new website and go through a one-time verification process. From your desktop computer, go to www.myaccountviewonline.com and select Sign up for Account View on the login page. For detailed instructions, review the attached Getting Started document which should assist you.

For an overview of the site, watch the above MyAccountViewOnline video. And of course feel free to call us at (650) 353-4702 for assistance.

AccountView Overview:                 MyAccountViewOnline.pdf

AccountView Getting Started:       MyAccountViewOnline-GettingStarted.pdf

Pacific Wealth Advisors, LLC
2391 The Alameda, Suite 200
Santa Clara, CA  95050
Phone (650) 353-4702 |  Fax (650) 433-5404

Securities and Advisory Services offered through LPL Financial.  Member FINRA/ SIPC 

Information provided on this website is solely intended for the use of individuals residing in the states listed. No information provided on this website is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, insurance product, advisory product or service, or other financial product or service. Pacific Wealth Advisors, LLC, its Investment Advisor Representatives, or the Registered Representatives or Investment Advisor Representatives with LPL Financial whose identities and association with Pacific Wealth Advisors, LLC are disclosed herein may only discuss securities and advisory services or transact business with persons who are residents of the states listed below or states where the Investment Advisor Representative is excluded or exempt from registration. Current states of registration are: AZ, CA, CO, FL, HI, IL, NM, NV, OH, OR, SD, TX, WA, WI.  Consulting services offered through Pacific Wealth Advisors, LLC, a Registered Investment Advisor and a separate entity from LPL Financial.  Investment Advisory services offered through LPL Financial.

Our Team members of Pacific Wealth Advisors may be Registered Representatives and/or Investment Advisor Representatives (IARs) with LPL Financial.  In such capacity as IAR, the IAR may offer advisory accounts through LPL Financial, the details of which are fully described in LPL's Form ADV or relevant schedules.  Financial Planning clients are under no obligation to use PWA or its IARs, or the IARs of LPL Financial, to implement advisory recommendations.  

If your state of residence in not listed herein, Pacific Wealth Advisors, LLC, its IARs, or the IARs with LPL Financial associated with Pacific Wealth Advisors, LLC may be excluded or exempt from registration in your state and may conduct business upon registering. To check on excluded or exempt status, please email contact@pacwealthadvisors.com for specific information. As additional assistance, you can locate an LPL financial representative in your state by accessing www.lpl.com.