Client Resources


View My lpl Account

Access LPL Account View. Information includes investment holdings, asset allocation, performance reports, deposits and withdrawals, and tax cost basis of your LPL Financial accounts. Click here if unable to logon.


Access My Personal Website

Your Personal Planning Website provides a “live net worth” through aggregation of investment accounts, real estate, credit cards, loans, and other assets and liabilities. The secure online vault is used for storage and communication of planning information, financial and estate documents, reports and reviews.


How can we help you?

Do you want to…

ask a question? refer someone? schedule a client appointment?

Contact the Managing Director, Shannon Corpuz
shannon@kingwealth.com

transfer funds?

Contact the Client Services Manager, Drew Bogue
drew@kingwealth.com

schedule a wholesaler meeting?

Contact the Managing Director, Shannon Corpuz
shannon@kingwealth.com

check your account?

Contact the Client Services Manager, Drew Bogue
drew@kingwealth.com

set-up an account?

Contact the Client Services Manager, Drew Bogue
drew@kingwealth.com

reset your Account View password?

Contact the Client Services Manager, Drew Bogue
drew@kingwealth.com

learn more about the RetirementMAP?

Contact Sigi Comeau, Wealth Advisor
sigi@kingwealth.com

talk to an Advisor?

Contact the Managing Director, Shannon Corpuz, to speak with, or to schedule an appointment with one of our advisors
408 879 0789  shannon@kingwealth.com

have a question about a letter you received from LPL?

Contact the Client Services Manager, Drew Bogue
drew@kingwealth.com

want to register for an upcoming event?

Contact the Managing Director, Shannon Corpuz
shannon@kingwealth.com

want to learn more about our upcoming events?

Contact the Managing Director, Shannon Corpuz
shannon@kingwealth.com

want to volunteer to help with an event or in the office?

Contact the Managing Director, Shannon Corpuz
shannon@kingwealth.com

other?

Contact the Managing Director, Shannon Corpuz,  and she can direct your call to the appropriate person: 408 879 0789  shannon@kingwealth.com
 

 Staff TG photo 2 2016  Main number: 408 879 0789

   Hours:  M-F 8:30am-5;30pm

   Inquiries:  inquiry@kingwealth.com

 

 

 

More How Tos:


Updating your client information with LPL Financial (PDF: 178KB)


Forms:

WealthPATH Questionnaire (PDF: 377KB)

Document Checklist (PDF: 113KB)

Cash Flow Worksheet (PDF: 183KB)

Wealth Beyond Money (PDF: 123KB)

Sharing Information “Trusted Contacts” F456-1016


How To:


Get the latest tech updates here:

Tech updates (1)

Encrypted Email Instructions (ProofPoint)

 



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