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Greetings!
 
We are excited to provide you with the ability to get timely and accurate information about your investment accounts on your schedule and at your fingertips. With the Account View 2.0 mobile app and desktop portal, you have secure, convenient, anytime, anywhere online access from any device. You can access Account View 2.0 by going to myaccountviewonline.com, or by clicking on the Account View link at the top of our website.
 
We have already created your profile in the new Account View; your username is your email address. You will receive an email from statements.myaccountviewonline@lpl.com directing you to complete the profile activation process.
 
We have also included two brochures that will help you get started.
 
Please contact Nicholas Baez in our office for more information or if you need assistance completing the profile activation process. You can reply to this email, or contact him at nicholas.baez@lfa-inc.com or (760) 943-0430.
 
As always, thank you for your business.

Your LFA Team,

Steve Van Houten, CFP® | President, Financial Advisor
Brian Field | Financial Advisor
David Mathias, CFP® | Associate Advisor
Luke Van Houten, CFP® | Associate Advisor
Sid Ean, MS | Regional Director
Leah Beltran | Branch Operations Manager
Brenda Barnett | Administrative Associate
Brock Allmaras | Sr. Operations Associate
Charles Leveson-Gower | Operations Associate
Liliana Li | Operations Associate
Stephanie Peters | Operations Associate
Nicholas Baez | Research Assistant
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2210 Encinitas Blvd. Ste. C
Encinitas, CA 92024
The financial advisors at Lifetime Financial Advisors are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Financial planning offered through Lifetime Financial Advisors, a registered investment advisor and separate entity from LPL Financial. 05/22 #35425