Need Money? Requesting Funds from your Investment Accounts
Whatever your need for cash may be, here is what to expect when requesting funds from your investment accounts held with us.
Want to Invest? Contributing Funds to your Investment Accounts
When you have cash you'd like to invest, here is what you'll need to make a contribution to your investment accounts.
New Account? How to Access Account View
If you opened an account with us, you can view that account whenever you want to! Follow these instructions to login for the first time.
Uploading Documents Securely
Do you need to send us documents? Don't email them! Here is how to send them to us securely.
Updating Your Information
Experiencing any life changes? Big or small, let us know!
West Invest Newsletters
Learn what to expect from our 4x a month newsletter!
Providing Information Securely
Learn how to provide your information to us securely!
1099s
Learn what to expect related to 1099s during tax season!
Trusted Contacts
Learn why we ask you for a Trusted Contact to keep on file.
Electronic Signatures
Learn how to use Adobe Sign.
When to make an appointment
When and how often should you be meeting with your financial advisor?
Friends and Family
We're here to help you, AND your friends and family!
Who is LPL Financial?
Learn who LPL is and what role they play in your financial plan.
Sharing Information
Learn how you can grant us permission to share your information with others!
Cybersecurity
Here at West Invest we are here to help you build a financial plan, but we also want to help prevent you from falling victim to fraud.
Client Center Tutorial
Learn how to navigate our Client Center, right here at our website. The Client Center is a hub of resources for West Invest clients!