Access Your Accounts Online
Get 24/7 online access to your account(s) with these helpful tools:
LPL Account View
The new and legacy versions of Account View can now be accessed via the same link. The legacy version is still fully functional but is in the process of being phased out. As of October 2020, all new Account View users are automatically enrolled in Account View 2.0. This new version offers an updated, more streamlined interface and gives you access to the brand-new Account View App, available via Google Play and the App Store.
Are you a teacher with a 403b at Security Benefit? Access statements and other account info with their online portal. If you need help registering, don’t hesitate to contact our Office Manager at email@example.com.
Access your SEI account(s) via their “Access My Portfolio” Wealth Manager. First-time users, please get in touch with our Office Manager at firstname.lastname@example.org for help with the registration process.