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 Management Portal

To access your Wealth Management Portal please click here. For additional help or troubleshooting, please call our office.

Retirement Contribution Limits
Tax Year 2019 2018
IRA Contribution Limit
219(b)(5)(A) – Under Age 50
6,000 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
13,000 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)
56,000 55,000
Elective Deferral Limit
402(g)(1)
19,000 18,500
Elective Deferral Catch-Up Limit
414(v)(2)(B)(i)
6,000 6,000
Annual Compensation Cap
401(a)(17)/404(I)
280,000 275,000
SEP Minimum Compensation
408(k)(2)(C)
600 600
SEP Maximum Compensation
408(k)(3)(C)
280,000 275,000
457 Elective Deferrals
457(e)(15)
19,000 18,500
Defined Benefit Limit
415(b)(1)(A)
225,000 220,000
Highly Compensated Employee (HCE)
414(q)(1)(B)
120,000 120,000
Key Employee
416(i)(1)(A)(i)
175,000 170,000
Taxable Wage Base 132,900 128,400

 

Glossary of Investment Terms

View Glossary here.

IRS Links

View IRS resource links here.