Not yet enrolled in Account View? Reach out to your LPL Financial Advisor to get started.
As a client of LPL Financial, you have access to Account View, a state-of-the-art online investment platform where you can view a detailed breakdown of your portfolio and retrieve documents.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bay Federal Credit Union and Investment Services at Bay Federal Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Services at Bay Federal Credit Union, and may also be employees of Bay Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bay Federal Credit Union or Investment Services at Bay Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
LPL Financial Form CRS: www.lpl.com/CRS
You will be redirected to a website outside of the Bay Federal Credit Union website and entering a website hosted by another party. The linked website is not operated by Bay Federal Credit Union. Bay Federal Credit Union is not responsible for the content or availability of the linked website. Bay Federal Credit Union does not represent the operator of the linked website, the member, or any other users if the two enter into a transaction. Privacy and Security Policies of the linked website may differ from those of Bay Federal Credit Union.
