Client Portal
Current clients can log in to the AccountView portal to access account statements, portfolio performance, and document history securely, anytime.
AccountView is provided through LPL Financial, one of the nation’s leading independent broker-dealers. Your account information is protected with bank-grade encryption and security protocols.
If you are a new client and have not yet received your login credentials, please contact us directly and we will get you set up.
Contact UsAccountView
Access your account statements, portfolio performance, and document history through the secure LPL Financial portal.
Log In to AccountView →If you are experiencing issues accessing your account, please contact us directly and we will assist you promptly.
Current clients can log in to AccountView through LPL Financial at myaccountviewonline.com/AccountView. If you need login credentials or have trouble accessing your account, contact Tommy Cooper directly at (908) 769-4333 x122 or tommycooper@BFGadvice.net.
AccountView is LPL Financial’s secure client portal where you can view account statements, portfolio performance, and document history. It is accessible 24 hours a day, 7 days a week from any device.
Yes. AccountView is provided through LPL Financial, one of the nation’s largest independent broker-dealers, and uses bank-grade encryption and security protocols to protect all client account information.
For any questions about your account, statements, or portfolio, contact Tommy Cooper directly at (908) 769-4333 x122 or tommycooper@BFGadvice.net. He or the Beacon Financial Group team will respond within one business day.
LPL Financial is the nation’s largest independent broker-dealer, supporting over 32,000 financial advisors and approximately $2.4 trillion in client assets. Client accounts are covered by SIPC protection up to applicable limits. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Yes. AccountView is accessible from any device including smartphones and tablets through the LPL Financial portal at myaccountviewonline.com/AccountView.