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Conversion Central
Your Guide to a Smooth Transition

To keep you informed and supported throughout this transition, Pickler Wealth Advisors has created Conversion Central, your dedicated resource for everything related to Pickler Wealth Advisors’ move to LPL Financial.

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Welcome Message

A Welcome Message

From David and Katie Pickler, Cort Winsett, and Cameron Spann
Current Updates

Current Updates

Register for the 1st Webinar on
Friday, October 2nd at 11:00 AM CT!
Conversion Timeline

Conversion Timeline

September 14th

You will receive a postcard from LPL about the conversion via U.S. mail even if you elected e-delivery for the NCL.

View postcard >

No action is required.

November 14th

Accounts will be moved to LPL on November 14th and will be viewable in your Account View system once we establish your access.

December

You will receive your last NFS statement and your first LPL statement in December.

Blackout Period

There is a blackout period (where we cannot open new accounts on your behalf due to the conversion) beginning October 21st for advisory accounts and October 23rd for brokerage accounts and ending November 13th. New accounts will be opened on or after November 13th.

November

There is an early November deadline for writing checks and using your debit card from your NFS account(s). New checks and debit cards will be mailed in mid-November.

LPL will honor checks written with your NFS checkbook for a limited period post-conversion.

Q1 2027

You will begin to receive tax documents from both NFS and LPL in the first quarter of 2027.

November 13th

Commonwealth and LPL formally integrate.

November

You will receive a mailed copy of our LPL ADV 2B, which is required by the SEC, in November.

Q1 2027

You will receive a welcome letter in the first quarter of 2027 confirming your accounts have been established at LPL.

 

No action is required.

Articles & Blogs

Articles & Blogs

Webinars

Webinars

Join the Pickler Wealth Advisors team for an update on our transition to LPL Financial, including what to expect in the weeks ahead and answers to your questions.

Friday, October 2nd at 11:00 AM CT

A recording will be available on Conversion Central following compliance approval.

Account View

Account View

Account View is the new secure, digital platform for investors that will replace Investor360°. You will receive new account number(s) as part of the conversion. These account numbers should be provided to any third parties that you have periodic withdrawal or deposit instructions established with, such as your bank or the SSA.

 

After conversion, you will receive access to view your accounts in Account View. We’ll share more information with you about this process closer to the conversion date.

 

Access to the mobile app will be available after Account View access is established by downloading the LPL Account View mobile app and logging in with your email address and password. You’ll get a text message with a code to register the app the first time you log in. 

During market hours, prices and values are updated in Account View every 20 minutes. Intraday transaction information may take up to an hour to appear in Account View.

Getting Started with Account View

FAQs
FAQs
Contact Us
Contact Us

If you have further questions, we are always one call (or click) away!

901.316.0160

kdimos@picklerwealthadvisors.com

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901.316.0160   |   1135 Halle Park Circle   |   Collierville, TN   |   38017

BrokerCheck

Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,

including possible loss of the principal invested.

The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

 

Securities and advisory services offered through Commonwealth Financial Network®.

Member FINRA ,SIPC, a Registered Investment Advisor.

The Pickler Law Firm, LLC, Pickler Accounting Advisors, PLLC, and Commonwealth Financial Network are separate and unrelated entities.

Form CRS: Client Relationship Summary

 

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