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.
If you’re interested in signing up, don’t hesitate to contact our Office Manager at tennist@highpointadv.com.
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 tennist@highpointadv.com.
Access your AssetMark account(s) via their eWealthManager portal. If you need help registering, please contact our Office Manager at tennist@highpointadv.com.
Access your account with New York’s 529 Advisor Guided College Saving Program Account via their online portal. First-time users that need further assistance please contact your advisor.