Access Your Accounts Online

Get 24/7 online access to your account(s) with these helpful tools:

LPL Account View & Account View 2.0

Both 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. If you’re interested in signing up or would like to be migrated from Account View 1.0, please reach out to our Administrative Coordinator at cschepp@highpointadv.com

Security Benefit

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, please reach out to our Administrative Coordinator at cschepp@highpointadv.com.

AssetMark

Access your AssetMark account(s) via their eWealthManager portal. If you need help registering, please reach out to our Administrative Coordinator at cschepp@highpointadv.com.

SEI

Access your SEI account(s) via their “Access My Portfolio” Wealth Manager. First time users, please reach out to our Administrative Coordinator at cschepp@highpointadv.com for help with the registration process.