Account Access

To access your Accounts held at LPL Financial or to access Wealthvision, your source for consolidated online account access and to view your financial plan online, please click on:

 

 

   

 

or  www.myaccountviewonline.com

or  www.lpl.com/patriotfinancialgroup

 

If your accounts are held through AssetMark, please visit:

   www.ewealthmanager.com

401(k) Plans Participants:

   www.my401kaccess.com

 For accounts at Security Benefit:

 Company Sponsored Retirement Plans: www.securityretirement.com

 IRA, Roth IRA & After-tax Accounts: www.securitybenefit.com