Client Support

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

Direct Deposit Instructions

To make a direct deposit via check, please reference your account number on the face of the check (in the memo line or a legible blank space) and mail to the applicable address below:

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

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

Account View Portal

Please click here to open the Account View login page. If you have trouble logging in, please call our office and we will assist you.

Wealth Management Portal

Please click here to log in to your Wealth Management Portal. For additional help or questions, 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.