ACCOUNT VIEW:
THE ACCESS POINT FOR INVESTORS
Connection is more important than ever before—to your
family, your friends, and even to your financial information.
To make it easier for you, as an investor, to stay connected
with both your financial professional and your information,
you need the right financial technology.
THE POWER OF CONNECTION
Account View is a simple and convenient way to connect to your financial accounts, anytime, anywhere. In Account View, you can find detailed information about:
- Your investment portfolio account balances
- Account performance
- Financial goals
- Elect paperless communications
GET STARTED WITH ACCOUNT VIEW
If you’re ready to get started with Account View, and do not have a legacy account, sign up today.
VIEW YOUR ACCOUNT ON THE GO WITH
THE ACCOUNT VIEW MOBILE APP
Once you have activated your Account View profile, you can then download the mobile app. To find it search “LPL Account View” on the App Store for iOS and Google Play for Android devices. Next login using your email address and password from when you created your account. You’ll get a text message with a code to register the app the first time you log in.
LEARN MORE ABOUT ACCOUNT VIEW
Get to Know Account View
Our brochure dives into more detail about the features, benefit, and your top questions about Account View.
Account View FAQs
Do you have more questions? Read our FAQ brochure to learn more about what Account View can do for you.
Statement Guide
Are you a current Account View member, and need help reading your statements? View this helpful guide.
