Client Support

Information and support for services available to you as well as answers to commonly asked questions regarding your investment accounts.

Mailing Instructions

For Direct Deposits into your account: Please reference your account number on the memo line of the check.

Overnight (FedEx) Address:                                                                   
LPL Financial
ATTN: M Desk
1055 LPL Way
Fort Mill, SC 29715

Regular Mail Address:
LPL Financial
ATTN: M Desk
P.O. Box 6575
Fort Mill, SC 29715-6575

*Note: If mailing documents to our office please reference our contact page for our two branch offices and their associated addresses.

Account View Information

Accessing your Account View is easy. Please click Client Login. This will redirect you to your Account View login page. If you are having any trouble accessing your account, please call and we can assist you in unlocking your account and resetting your password.

Wealth Vision Information

You can access Wealth Vision by logging into your Account View. Once logged into Account View click the Wealth Vision button located on the far right of the tool bar next to the “My Documents” tab. For additional help, please call our office.

Tax Calendar and Deadlines

Key dates from the federal tax calendar:

January 15
Estimated tax for the 4th quarter due for those who do not pay their income tax throughout the year through withholding.

February 1
Employers must send out W-2 Forms and 1099 Forms to employees and non-employees who provide services.

February 17
If you claimed exemption from income tax withholding on the W-4 Form you gave your employer last year, you must file a new Form W-4 by this date to continue your exemption for another year.

March 15
Businesses must file “Form 1120” for the calendar year and pay any taxes due.

April 18
Individual income tax returns due, along with any tax, interest, and penalties due.

Last day to contribute to a traditional IRA, Roth IRA, or SEP-IRA for the prior tax year.

Estimated tax for the 1st quarter due for those who do not pay their income tax throughout the year through withholding.

June 15
Individual income tax returns due for those who live outside the United States.

Estimated tax for the 2nd quarter due for those who do not pay their income tax throughout the year through withholding.

September 15
Estimated tax for the 3rd quarter due for those who do not pay their income tax throughout the year through withholding.

Businesses tax returns due for those business that were given a 6-month extension to file returns.

October 17
Individual income tax returns due for those who were given a 6-month extension to file income tax returns, along with any tax, interest, and penalties due.

Retirement Contribution Limits
Tax Year 2016 2015
IRA Contribution Limit
219(b)(5)(A) – Under Age 50
5,500 5,500
IRA Catch-Up Contribution Limit
219(b)(5)(B) – Age 50 or Over
1,000 1,000
SIMPLE IRA Maximum Contributions
408(p)(2)(E) – Under Age 50
12,500 12,500
SIMPLE IRA Maximum Catch-Up Contribution
414(v)(2)(B)(ii) – Age 50 or Over
3,000 3,000
Coverdell ESA Contribution Limit * 2,000 2,000
Employer Defined Contribution Limit
415(c)(1)(A)
53,000 53,000
Elective Deferral Limit
402(g)(1)
18,000 18,000
Elective Deferral Catch-Up Limit
414(v)(2)(B)(i)
6,000 6,000
Annual Compensation Cap
401(a)(17)/404(I)
265,000 265,000
SEP Minimum Compensation
408(k)(2)(C)
600 600
SEP Maximum Compensation
408(k)(3)(C)
265,000 265,000
457 Elective Deferrals
457(e)(15)
18,000 18,000
Defined Benefit Limit
415(b)(1)(A)
210,000 210,000
Highly Compensated Employee (HCE)
414(q)(1)(B)
120,000 120,000
Key Employee
416(i)(1)(A)(i)
170,000 170,000
Taxable Wage Base 118,500 118,500
Glossary of Investment Terms

View Glossary here.

IRS Links

View IRS resource links here.