SDCCU Investment Services
Account Access

If you’re already a SDCCU Investment Services client, log into LPL Account View to access certain investment accounts. If you’re not already using SDCCU Investment Services, learn more and meet our Financial Advisors.
 
LPL Account View is a FREE online service that allows you to:
  • View an up-to-date summary of your investments
  • Conduct research on investments, companies and industry trends
  • Opt-in and receive your investment account statements online
  • View, download and print your statements, reports and trade confirmations
  • Export or copy your information into Quicken® or Microsoft® Excel

Log into LPL Account View

You will need your LPL account number to register for LPL Account View. If you need your account number, please look on your statement or contact your SDCCU Investment Services Financial Advisor. 

Log In


 

The Financial Advisors with SDCCU Investment Services are Registered Representatives of LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. LPL Financial is a Registered Investment Advisor. San Diego County Credit Union and SDCCU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. You are advised to seek advice from your own tax professional.

Investments and Insurance:
Are Not Obligations of San Diego County Credit Union Have No Credit Union or Affiliated Entity Guarantee
Are Not NCUA Insured
Are Not Insured by any State or Federal Government Agency Involve Investment Risks and May Lose Value Including Possible Loss of Principal

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, NC, NJ, NM, NY, OH, OK, PA, SC, TX, VA, VT and WA

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"I love banking with SDCCU. The level of customer service is excellent. No matter what branch I've stepped into, I'm welcomed and greeted and I leave with a sense that we are important to them. Free checking and great service! " Joan S., San DiegoMember since 1999

San Diego County Credit Union® was founded on the principle that people come first and profits second. This forward-thinking approach in the banking industry has propelled SDCCU® to become San Diego’s BEST Credit Union and largest locally-owned financial institution. SDCCU provides breakthrough banking products that meet the demands of today’s lifestyle and delivers banking services that save customers money. SDCCU serves customers nationwide with 30,000 surcharge-FREE CO-OP ATMs and 33 branch locations in San Diego, Riverside and Orange counties. Open an account today.


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