Welcome!
Over the past several months, we’ve completed the transition of most client accounts to LPL Financial—thank you for all your help in meeting our transition goals! We also launched our newly redesigned website. Along with these updates, we’ve added new online resources to help you stay connected with your accounts and our team.
New Website Now Live
Our redesigned website makes it easy to:
- Access LPL Account View
- Schedule a meeting with your advisor
- Find contact information for our team
- Explore financial planning case studies on topics including retirement income, tax planning, Social Security, estate planning, and charitable giving
- Watch helpful tutorials for using LPL Account View
We encourage you to take a few minutes to explore the site.
LPL Account View
LPL Account View is now your primary online portal, replacing both your Charles Schwab online access and the True Vision Client Portal. In addition to viewing your LPL accounts, you can also securely link your outside financial accounts, giving you one convenient place to see your complete financial picture.
- View balances and holdings
- Monitor investment performance
- Access statements and tax documents
- View quarterly performance reports
If you haven’t activated your account yet, visit www.TrueVisionAdvisors.com and select Client Login. The website also includes a short tutorial to help you get started.
Quarterly Performance Reports
Your latest quarterly performance reports are now available in LPL Account View under Documents.
A Note About Performance History
Performance reports within LPL begin on the date your accounts transferred from Charles Schwab. While reports will not include prior performance from your Schwab accounts, your historical records remain available.
You’ll continue to have online access to your Charles Schwab account for up to 10 years, where you can retrieve previous statements, tax documents, and other historical documents.
If you ever have questions about your account history or performance, we’re happy to help.
This Quarter’s Checklist
- Log in to LPL Account View and review your quarterly report.
- Visit our new website and browse our financial planning resources.
- Schedule a meeting if you’re due for a review or would like to discuss your financial plan.
Thank You!
Thank you for your continued trust in True Vision Financial Advisors.
We appreciate the opportunity to serve you and remain committed to providing thoughtful advice, responsive service, and the resources you need to stay informed.
If you have questions about your accounts, our website, or LPL Account View, please don’t hesitate to contact us.
We look forward to working with you for many years to come.
The True Vision Financial Advisors Team
