LPL Account View: New User Setup
Effective May 24, 2022 Suncoast Investment Services1 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.