SDCCU Investment Services® Account Access

If you’re already a SDCCU Investment Services client, log into LPL Account View to access certain investment accounts. If you’re not already using SDCCU Investment Services, learn more and meet our Financial Advisors.

LPL Account View is a FREE online service that allows you to:

• View an up-to-date summary of your investments
• Conduct research on investments, companies and industry trends
• Opt-in and receive your investment account statements online
• View, download and print your statements, reports and trade confirmations
• Export or copy your information into Quicken® or Microsoft® Excel

Log into LPL Account View

You will need your LPL account number to register for LPL Account View. If you need your account number, please look on your statement or contact your SDCCU Investment Services Financial Advisor. 

The Financial Advisors with SDCCU Investment Services are Registered Representatives of LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. LPL Financial is a Registered Investment Advisor. San Diego County Credit Union and SDCCU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. You are advised to seek advice from your own tax professional.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, NC, NJ, NM, NY, OH, OK, PA, SC, TX, VA, VT and WA.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. LPL Financial Form CLS.