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Changes Concerning Your Pearl Hawaii Wealth Advisors Account

Changes Concerning Your Pearl Hawaii Wealth Advisors Account

On May 23, 2022, your existing investment with Pearl Hawaii Wealth Advisors changed. CUNA Brokerage Services, Inc. (“CBSI”) is transferring to LPL Financial LLC (“LPL”) due to a recent organizational change. Chris Kaminaka will continue to be your Financial Advisor(s), through LPL.

With this change, your mobile and desktop will be upgraded. The new portal brings enhanced capabilities. With a modernized dashboard, you get a simple view of your account information so you can see everything in one easy-to-understand view.
 

 

YOUR TOP QUESTIONS, ANSWERED

 

How do I access my Pearl Hawaii Wealth Advisors account online?

Please follow steps 1-8 below. If your advisor is creating your account, then you will receive an email invitation to register. Once you click on the link to start the activation process, you will be asked to enter the last four digits of your SSN and the email address that we have on file. The first time that you log in we will send you a one-time passcode to your mobile phone number to verify your identity. If you have difficulty creating your profile, you can contact your financial professional for help. Contact Chris Kaminaka, Financial Advisor at Phone 808.218.6268 | Email chris.kaminaka@LPL.com

1 | Go to myaccountviewonline.com/login/ and select Sign Up.

2 | Enter your email, phone, last four digits of SSN, and zip code information that you provided to your financial professional. Then complete the reCAPTCHA. All fields are required. Enter your Mobile Phone and your residential Zip Code. If you have difficulty creating your profile, please contact your financial professional.

3 | Select Find Me to continue.

4 | Review and Agree to the Terms and Conditions.

5 | Create and Confirm your password.

6 | Login with your new credentials.

7 | Select your verification method using your device to receive the one-time password (OTP) sent to your registered phone number. You can receive your one-time password (OTP) via text message or a phone call.

8 | Enter your code, then click Verify. Your home page will appear.

If you have difficulty creating your profile, you can contact your financial professional for help. Contact Chris Kaminaka, Financial Advisor Phone 808.218.6268 | Email chris.kaminaka@LPL.com.

 

How do I get access to the Pearl Hawaii Wealth Advisors mobile app?

After you’ve received the activation email and set your password you can download the LPL Account View mobile app and log 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.

 

How do I reset my account password?

Use the “Forgot Password” link from the mobile app or desktop platform at myaccountviewonline.com.

 

Does the mobile app work with biometric options like Face ID?

Yes. Face ID or Touch ID can be enabled during the initial setup of the app.

 

How Do I Contact My Advisor? 

Contact Chris Kaminaka, Financial Advisor

PHONE 808.218.6268 | EMAIL chris.kaminaka@LPL.com | TEXT 808.427.2131

 

Need Help?

Call Chris Kaminaka at 808.218.6268

Investments

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Chris Kaminaka
Financial Advisor
Pearl Hawaii Wealth Advisors

Located at: Pearl Hawaii Federal Credit Union
94-449 Ukee Street, Waipahu, Hawaii 96797
PHONE 808.218.6268 | EMAIL chris.kaminaka@LPL.com | TEXT 808.427.2131

Check the background of this investment professional on FINRA BrokerCheck.

As a LPL Financial Advisor, Chris is qualified to provide credit union members with professional assistance, quality financial products, and dependable service. Chris is a Registered Representative of LPL Financial, a broker/dealer with a select portfolio of securities products, such as mutual funds, and a member of FINRA and SIPC. Chris is also a licensed insurance agent. It’s easy to get started. Please contact me for a no-cost, no-obligation consultation.

 

*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. Pearl Hawaii Federal Credit Union and Pearl Hawaii Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Pearl Hawaii Wealth Advisors and may also be employees of Pearl Hawaii Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Pearl Hawaii Federal Credit Union or Pearl Hawaii Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:

 

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