Please see the important Guided Wealth portfolios (GWP) update below.
Effective March 11, 2023
Guided Wealth Portfolios (GWP) have transitioned to LPL Financial Account View 2.0. Register using the instructions below. For questions or assistance, email us at firstname.lastname@example.org or call 206-439-5720.
How To Sign Up For LPL Financial Account View 2.0
There's a new way to view and track your investment accounts – introducing Account View 2.0, from LPL Financial.
Investments models will remain unchanged, and accounts will continue to be maintained by LPL research-driven investment models. View your Guided Wealth Portfolios account within Account View 2.0 and access your information anywhere, anytime. Follow the steps below to create your account in just five minutes:
- Visit https://myaccountviewonline.com/login/ and select sign up.
- Enter your email, phone number, and the last four digits of your Social Security number, and zip code information that you provided to your financial advisor. Then complete the reCAPTCHA. All fields are required.
- Select find me to continue.
- Review and agree to the terms and conditions.
- Create and confirm your password.
- Log in with your new credentials.
- Select your verification method using your device to receive the one-time password (OTP) sent to your registered phone number.
- Enter your code, then click verify. Your Account View 2.0 homepage will appear.
For questions or if you have difficulty creating your profile, please contact BECU Investment Services at email@example.com or 206-439-5720, Monday - Friday from 8 a.m. to 5:30 p.m. PST. Get to know Account View 2.0.
About Investing with GWP
Invest for your future with Guided Wealth Portfolios (GWP), an automated, online investment platform with access to a financial consultant. GWP offers goal-based investing for retirement, major purchases and general investing.
- Low starting minimum of $5,000
- 0.50% annual advisory fees (PDF)
- Automated investing technology with 24/7 online access
- Daily monitoring and automatic rebalancing
- Consider your 401(k) options
- Easy online setup in about 15 minutes
- Access to personalized financial advice from a BECU Investment Services Consultant
Learn How it Works in 60 Seconds
Check the background of investment professionals associated with this site on FINRA'S BrokerCheck.
Why Choose Guided Wealth Portfolios (GWP)?
Personalized Investment Plan Made Just For You
Fill out our brief online questionnaire to receive your personalized portfolio recommendation. The portfolio recommendation is free and available to you for 45 days. Should you choose to invest with GWP, your investment strategy will automatically adapt as your goals and needs change.
Our algorithm-enhanced program uses comprehensive investment techniques to generate dynamic advice based on your risk tolerance, time horizon, and goals. Manage investments anytime, anywhere with GWP's easy-to-use, online account portal or speak to a financial consultant with our team.
A minimum investment of $5,000 is all it takes to get you started.
An employer-sponsored retirement investment plan, which offers potential tax advantages to the investor
An Exchange Traded Fund is an investment product that combines funds from multiple investors to trade as a centrally managed entity on the stock market.
An Individual Retirement Account is a privately funded retirement savings plan, which offers potential tax advantages to the investor.
A professionally managed investment account, which combines money from multiple investors, typically to invest in the stock and/or bond markets.
The practice of spreading funds across multiple types of investments with the goal of managing the risk of financial loss from any one investment.
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
With your free dynamic proposal, you will have access to sample recommendations at no charge to you. If you decide to open a GWP investment management account, you will be charged a quarterly account fee, as well as certain additional costs such as underlying investment fees and expenses and other miscellaneous fees. If you decide to implement sample recommendations in the proposal with another firm, you may be charged fees, commissions, or expenses by that firm, as well as underlying investment fees and expenses.
An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.
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. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:
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 brokerage or advisory services.
Please read the LPL Financial Relationship Disclosure more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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