Client Support

Client support services and answers to commonly asked questions.

Direct Deposit Instructions

To make a direct deposit via check, please make the check out to LPL Financial, 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 2020 2019
IRA Contribution Limit
219(b)(5)(A) – Under Age 50
6,000 6,000
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
13,500 13,000
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
57,000 56,000
Elective Deferral Limit
19,500 19,000
Elective Deferral Catch-Up Limit
6,500 6,000
Annual Compensation Cap
285,000 280,000
SEP Minimum Compensation
600 600
SEP Maximum Compensation
285,000 280,000
457 Elective Deferrals
19,500 19,000
Defined Benefit Limit
230,000 225,000
Highly Compensated Employee (HCE)
130,000 125,000
Key Employee
185,000 180,000
Taxable Wage Base 137,700 132,900


Glossary of Investment Terms

View Glossary here.

IRS Links

View IRS resource links here.