NuVista Financial Services LLC
Expanded Options, Same Commitment to You
Our new relationship with LPL Financial brings expanded resources, innovative technology, and more ways to simplify your financial life. We remain committed to putting your goals first and look forward to serving you with these enhanced options.
Clients who have transitioned to LPL can access their accounts using Account View below. Your custodian access will always remain available, but Account View provides a consolidated view and additional features.
If you’re unsure of your status, we can confirm and help set up your LPL Account View.
Welcome to Account View
Thank you for being a valued client.
Account View gives you secure online access to your accounts, statements, and important financial documents—anytime, anywhere. It’s also how we share proposals and personalized advice with you directly.
Need help with login or access? Our team can assist:
Access Account View
Download the Mobile App
Enjoy secure access on the go with the Account View 2.0 app: