Client Services Help Library

Need help finding or updating Information?

TWG Wealth Planning is committed to providing you the help tools to service your accounts 24/7. We have assembled a highly qualified and professional Client Service and Operations Team. Our team has years of experience servicing clients at a high level. We have identified the most common questions and issues clients address with our team.

Click the links below to learn more about each subject.

Online Help

Online Access to AccountView – Account View 2.0 is an online portal to use to securely view the status of their portfolio and find account-related documents.

Finding Tax Forms – LPL Financial Tax Forms 1099 Consolidated, 1099R, 5498, and more are available online through AccountView. If you need tax forms for accounts held outside of LPL Financial, you can contact the respective company directly. If there are any additional questions, you can contact our office at (630) 615-6332.

Establishing ACH on Demand – Transfer Money allows you to transfer funds from an external bank account to an LPL non-retirement account. You can initiate cash transfers from a linked external bank account to non-retirement accounts, and funds are typically available for use the following business day. To establish instructions, please log into Account View to begin the process. If you need to establish ACH on Demand for retirement accounts, please contact our office or email operations@twgwealthplanning.com.

Going Paperless – Save time and paper by selecting to go eDelivery on Statements, Trade Confirmations, Prospectus & Shareholder Communications, and Notices for all LPL accounts.

Update your Personal Information

Updating your Information - You can provide an update to your information by calling our office at (630) 615-6332, or by sending an email to our Client Service & Operations Team at operations@twgwealthplanning.com. Here are examples of common changes that clients should submit:

Address Change
Phone Number Update
Email Address Update
Beneficiary Update - Primary, Contingent, Date of Birth, Social Security Information, Percentage Allotment
Employer Information Update - Company, Position, Salary, Benefits
Trust Updates
Birth of a Child - Name, Date of Birth
Marriage - Spouse Information, Name, Date of Birth
Divorce - Qualified Domestic Relations Order

Change in Investment Objectives

Updating your Risk Profile – Click on the link to complete a Risk Profile Questionnaire. We invest your portfolio based on your risk tolerance which is measured by your risk score.

Meet with an Advisor

Scheduling a Meeting – To schedule a meeting with any of our licensed professionals, please see our calendar for availability.