1807 W. Diehl Rd.,
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.
Meet the TWG Client Service Professionals that serve you and your family. Hear the team talk about some of the most frequently asked questions by clients to our client service team. Meet the TWG Client Service Team
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 firstname.lastname@example.org.
Going Paperless – Save time and paper by selecting to go eDelivery on Statements, Trade Confirmations, Prospectus & Shareholder Communications, and Notices for all LPL accounts.
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 email@example.com. Here are examples of common changes that clients should submit:
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.
Scheduling a Meeting – To schedule a meeting with any of our licensed professionals, please see our calendar for availability.