LPL Account View: New User Setup
Effective May 24, 2022 Suncoast Investment Services* Accounts have been transitioned to LPL Financial (LPL). This alliance relationship provides our members with access to broader capabilities, enhanced digital tools, stronger connectivity with your financial advisor, and robust mobile access to your accounts - anytime, anywhere.
Use the registration guide below to create your LPL online account, view statements and your new account number. If you have difficulty creating your profile, please contact 833-921-4685 or your Suncoast Investment Services financial professional.
Check the background of your financial professional on FINRA's BrokerCheck.
Enter your email, phone, last four digits of SSN, and zip code information that you provided to your financial professional. Then complete the reCAPTCHA. All fields are required.
Enter your Phone number and your residential Zip Code. If you have difficulty creating your profile, please contact your financial professional.
Select Find Me to continue.
Review and Agree to the Terms and Conditions.
Create and Confirm your password.
Login with your new credentials.
Select your verification method using your device to receive the one-time password (OTP) sent to your registered phone number.
You can receive your one-time password (OTP) via text message or a phone call.
Enter your code, then click Verify. Your Account View 2.0 homepage will appear.
*Suncoast Investment Services is a marketing name used by Suncoast Credit Union. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Suncoast Credit Union and Suncoast Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Suncoast Investment Services, and may also be employees of Suncoast Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Suncoast Credit Union or Suncoast Investment Services. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency||Not Credit Union Guaranteed||Not Credit Union Deposits or Obligations||May Lose Value|
Suncoast Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Suncoast Credit Union for these referrals. This creates an incentive for Suncoast Credit Union to make these referrals, resulting in a conflict of interest. Suncoast Credit Union is not a current client of LPL for advisory services. Please visit LPL.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
** Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
Insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union.