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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. 
 

 

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.