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Account View Guide

CREATING AN ACCOUNT VIEW PROFILE:
To create an Account View Profile, complete the following steps:

  • Reach out to RISE Wealth Management & Planning requesting an enrollment link. We can be reached at 801-893-6798 or here.
  • RISE Wealth Management & Planning will send you an enrollment link via email. The email will come from MyAccountViewOnline@LPL.com. When you receive the enrollment link, you will have 72 hours to create your Account View Profile.

    • Open the link received in your email, follow the prompts for profile setup.

    • Your username is auto-generated based on your email address in our system. You will be prompted to generate your own password.

    • Accept the terms and conditions and choose your preferred multi-factor authentication method. (ie: passcode, thumbprint, facial authentication, etc.). A one-time passcode is either called or texted to your device. Once multi-factor authentication is verified, you will be re-directed to the Account View login page.

    • Login to Account View with your username (email address) and the password you chose.

LOGGING INTO ACCOUNT VIEW:
To login to Account View, complete the following steps:

  • Go to www.myaccountviewonline.com here. 
  • Enter your username (email address) and choose "Next"
  • Once prompted, enter your password.
  • Verify your multi-factor authentication (ie: passcode, thumbprint, facial authentication, etc.)
  • Login to Account View with your username (email address) and the password you chose.

RESETTING ACCOUNT VIEW PASSWORD:
To reset your Account View password, complete the following steps:

  • From the Account View home page, enter your username and password and choose "Next"
  • Once prompted, enter the last four digits of your Social Security Number.
  • After the system verifies that the information matches, our system will send a one-time passcode to the phone numbe on file for verification.
  • Once verified, you can reset your password.

UPDATING OR ADDING AN ACCOUNT TO YOUR PROFILE:
Please reach out to RISE Wealth Management & Planning Team at 801-893-6798.

GOING PAPERLESS IN ACCOUNTVIEW:
To stop receiving mail physically, complete the following steps:

  • Go to www.myaccountviewonline.com here.
  • At the top of the page where it says "Go Paperless" click on it. If that option doesn't reflect, follow the below steps.
    • At the top right hand corner, click on the button that looks like a flower, titled "Settings"
    • Within the Settings page, view the "Paperless" tab and follow the remaining steps below.
  • From there, you can choose to eitiher go 100% paperless for all eligible accounts, or pick and choose which types of documents you wish to receive in the mail or paperless.

QUESTIONS REGARDING ACCOUNT VIEW:
Please reach out to RISE Wealth Management & Planning Team at 801-893-6798.

 

Account View