We have shifted our offices to remote work to promote the health and safety of our clients and staff by social distancing. This means most of our team members are working from home while a limited number will check in at our offices for essential activities. You can continue to reach us at our main office phone number, (503) 723-1494.
We are temporarily suspending in-person meetings in our office. Clients with scheduled in-person meetings will be contacted and given the option to switch to a phone meeting or reschedule for a later date.
We expect to resume our regular in-office meetings when it aligns with CDC and local guidelines. We appreciate your understanding as we all do our part to combat the potential spread of coronavirus. We want to take this important step to protect those most vulnerable in our community.
We are available for phone or video meetings. If you would like to setup a phone or video meeting (we utilize zoom), email Laura.Anderson@lpl.com.
We remain fully functional and ready to provide you with the services you need. Please note that we cannot take orders via email or text, we must speak with you directly.
There are two ways to make sure your checks are deposited into your LPL account. Clients can mail checks to our Clackamas office or to LPL Financial directly. As the COVID-19 situation is ever evolving, please contact staff before mailing your check to ensure you receive the fastest processing.
Option 1: Mail checks to our Clackamas Office
Seasons Financial Group 9200 SE Sunnybrook Blvd, Suite 220 Clackamas, OR 97015
Option 2: Mail checks directly to LPL Financial
LPL's regular mailing address:
LPL Financial Attention: Dept. M P.O. Box 6575 Fort Mill, SC 29715
LPL's overnight mailing address:
LPL Financial Attention: Dept. M 1055 LPL Way Fort Mill, SC 29715
Our office hours remain the same - 8:00am to 4:30pm - Monday through Friday. We are ready to connect with you and provide assistance on the phone and online.
AccountView - View Your Accounts Online: Access to your personal account information is available online at: www.myaccountviewonline.com. For assistance with set up, please refer to this guide or call our office at 503.723.1494 and we will walk you through the set-up process. AccountView Set Up Guide