Welcome to Starling Wealth Management LLC
We're so glad you're here!
Starling Wealth Management is powered by LPL Financial. Below you will find important information for new clients, including navigating Account View, contact information, and forms.
We're Here for You
Contact
For any questions, you can reach out to:
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Office Text Number
336-223-6938
Office Address
1250 Revolution Mill Dr. Suite 146
Greensboro, NC 27405
Schedule an Appointment
Connect
Account View
Account View is LPL Financial's online access tool, which can be viewed on the Internet or through the LPL mobile app. With Account View, you can access and manage your accounts.
Getting Logged In
You can enroll in Account View by visiting www.myaccountviewonline.com and clicking on the ‘Sign-up’ button, then following the screen prompts.
If you have any issues with creating your account, please reach out to:
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Technical Support
Available Monday - Friday 9 am - 6 pm ET
(800) 558-7567
When prompted, say "Online Access" to connect with a service professional
Nickname Your Accounts
If you have multiple accounts, it may be helpful to give them nicknames so that you can easily distinguish between them.
Here's how you can nickname your accounts:
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Once logged into Account View, select the settings icon in the top right of your screen.
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You will see a list of your accounts. You will see a pencil icon next to each account that says "Edit." Click on this for whichever account you would like to nickname.
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Enter a nickname that will help you to remember what that account is. Then click "Save." That's it!
How to Sign Documents with Adobe Sign
We use Adobe Sign to make it simple and secure for clients to provide electronic signatures on documents—no printing or mailing required. This tool allows you to review and sign important paperwork remotely, at your convenience. Click on the button below to access a step-by-step guide that walks you through exactly how to sign using Adobe Sign.
For Securities-Based Lending Help
Contact Goldman Sachs Select at (844) 477-1212