Client Access
Online access and commonly asked questions
App Downloads and Support
Online Support
Download the mobile app for the LCG Reporting Portal, available on the App Store and Google Play.
To video conference with your financial advisor using Microsoft Teams, download the app from the App Store or Google Play.
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.
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Commonly Asked Questions
Provided by LPL Financial, Account View provides many benefits detailed below:
- It provides accurate information about your investments—at your fingertips.
- Secure online access and electronic delivery of statements help protect you from the possibility of mail fraud and identity theft.
- It’s continually updated, unlike the traditional paper statement that’s outdated the moment it’s printed.
- A simple interface allows easy navigation through accounts, positions, transactions and statements; and provides an intuitive, clear experience.
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.