Client Resources

Access your account information through LPL Account View.  There is a 1.0 version which is being phased out and a new Account View 2.0 which includes mobile access (smart phone/iPad). See additional resources below (scroll down to Resources/Account View 2.0) for an information brochure, getting started guide, and more. These resources will show you how to get started on your desktop/laptop devices. New clients, please see the self registration guide below to get connected to Account View.

 

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 review.

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Resources for Clients:

2023 Tax Season Resources

GoToMeeting (Virtual Meeting Platform)

Forms:

Personal Planning Website (PPW):

Account View 2.0

Receive Encrypted Emails from KWP:

Send a check

Additional Resources

If you suspect a security breach, call our office or LPL Security immediately: King Wealth Planning: 408-879-0789
LPL Security Incident Hotline: 866-578-7011

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Client education offers seminars, articles, documents and videos to aid clients in learning more about investing and wealth management. This resource also offers clients answers to common questions like resetting passwords, accessing secure email messages and more.

New clients are encouraged to access this resource to learn more about the on boarding process, setting up Account View, setting up a Personal Planning Website, Q&A, expectations, and more.

This resource is password protected. New clients have the password in their welcome materials. Existing clients can obtain a password by contacting any KWP team member.

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Are you new to the KWP family? Here you will find all the resources you need to become more familiar with the KWP Team, processes and services.

(800)59-ADVISE (408)879-0789 Fax: (408)879-9075

Paul King, CFP®, Registered Principal, LPL Financial, CA Insurance #0761042

Shannon Corpuz, Registered Representative, LPL Financial

In the event of a natural disaster and King Wealth Planning cannot be reached, please contact LPL’s service center directly: 800.558.7567

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, ID, MA, MD, MI, MN, NM, NC, NY, NV, OK, OR, PA, RI, TX, VA, and WA. No offers may be made or accepted from any resident outside these states.

A IMPORTANT CONSUMER INFORMATION A broker/dealer(BD), investment adviser (IA), representative may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. 

Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org | www.sipc.com.  Financial Planning offered through King Wealth Planning, Inc., a Registered Investment Advisor and a separate entity.