To contact Lucia Capital Group regarding a review of your portfolio with your financial advisor, or for online support, click here to complete a support request. If you require immediate assistance, please contact your financial advisor by calling (800) 644-1150.
Provided by LPL Financial, Account View provides many benefits detailed below:
If you are a client of Lucia Capital Group, visit our Client Support page to request access to LPL Account View, your Personal Financial Dashboard, or the LCG Reporting Portal.
Your LPL Account View username is your email. If you misplaced your LPL Account View password, please follow the account recovery instructions by clicking on the Forgot Password link on the Account View site. If you still require assistance, please contact your advisor. Please note that while your financial advisor cannot help you recover a lost or forgotten password, they can send you a link to you to reset your password.