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As of May 16, 2025, Wescom Financial Wealth Management has transitioned our broker-dealer and clearing firm to LPL Financial (LLC). This new partnership is a deliberate move to bolster our capabilities and ensure we continue to meet your needs with even greater financial solutions, resources and tools, while maintaining the personalized service you have come to trust.
As we work through this transition, please note some services and trades will be temporarily unavailable beginning May 15, including:
•Online Account access will be temporarily unavailable up to May 23, 2025.
•While some accounts will be available starting May 23, 2025 other account types may not be immediately viewable and can potentially take up to 90 days.
•If you have multiple accounts, you will likely not be able to see all of them immediately as this is a gradual transition of account data.
•Advisor Text Support: The text supported number to your advisor will no longer be supported. A new number will be provided to you the week of May 19. Please call or email your advisor during this time.
•Online Appointment Scheduling: Please call us directly at 1-888-879-0558 to schedule an appointment with your advisor.
Thank you for your patience and understanding while we work through this transition period.
Beginning May 16, 2025 we will bring a host of enhancements designed to improve your overall experience:
If you have additional questions for your wealth management team, please contact your financial advisor or call our support team at 1-888-879-0558, or view our frequently asked questions below.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wescom Central Credit Union and Wescom Financial Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wescom Financial Wealth Management, and may also be employees of Wescom Central Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wescom Central Credit Union or Wescom Financial Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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