The Importance and Mechanics of 401(k) Rollovers: Securing Your Retirement
New Patient Group
October 22, 2023
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If you were previously logging in through Wealthscape Investor, you can now access your accounts through LPL Financial’s Account View.
(If you have accounts held directly with a mutual fund company, you may still access those accounts directly through the fund company’s website using your existing login credentials.)
If your account balance appears incorrect or if some information seems incomplete, please don’t be concerned – this can occur temporarily during the final stages of the conversion process. We’re actively working to complete the updates, and full accuracy will be restored soon.
We’ve sent detailed, step-by-step instructions to your email to help you navigate your new online account access.
As always, we’re here to help. If you have any questions or need assistance, please don’t hesitate to give us a call.
