Account View is the easy and effective on-line access to your account information. From within Account View you can view your account balances, positions and transactions.
As a condition to activating Account View services, please read the following and indicate your acceptance below. By indicating acceptance, you agree to follow Account View's Terms of Use and hereby understand, acknowledge and agree:
Data supplied to you by LPL Financial is for informational purposes only. This information is not intended to replace the LPL Financial periodic statement of activity you receive.
This amount represents the total market value of the priced securities listed in your portfolio. While we make every attempt to gather the most reliable pricing data available, we cannot guarantee the accuracy of such prices. Pricing vendors provide securities prices that they believe to be accurate and reliable. Prices on securities are updated either daily, weekly or monthly, depending on the security type. Since each vendor prices securities at different times of the month, discrepancies may occur. Vendors do not price all securities; therefore, information on certain securities may not be available. Prices are intended as estimates of portfolio value only. Securities which have not been priced are not included in the portfolio value amount. We believe these estimated prices are satisfactory for most portfolio valuation needs. If you require an up-to-the-minute market value, please contact your Financial Professional.
Additional activity may be displayed, reflecting our effort to reverse incorrect information received from vendors, mutual funds, and other investment companies we use for statement information. Access to some information may be limited. As always, please refer to your periodic account statement provided by LPL Financial for accurate information.
Past performance is no guarantee of future results. The market for investments is subject to fluctuation, such that, upon sale an investor may lose a portion of their original investment. Prior to additional investments in funds, please obtain a copy of the prospectus from your Financial Professional. Read it carefully to make sure that the fund is appropriate for your specific investment objectives.
Sales charges and or fees may not be reflected in performance calculations. Indices, such as the S & P 500 may not be invested into directly. Cash equivalents may include money market funds that seek to maintain a $1.00 per share price. There is no assurance that these funds will be able to maintain a stable net asset value of $1.00 per share price.
There may be special risks involved in investing in international securities such as political and economic instability, currency exchange rates and accounting standards. The prices of small company stocks are generally more volatile than those of large company stocks.
Projected interest and dividend amounts, while believed to be accurate, are supplied by outside vendors and are intended to be used only as an estimate of future annual earnings.
"Cost Basis", "Unit Cost", and "Unrealized Gain/Loss" are calculated and displayed on the Portfolio screens when cost basis data is supplied for each tax lot of the position. Unrealized Gain/Loss is calculated using prices which are provided by pricing vendors. We cannot guarantee the accuracy of such prices. This information is not intended to replace the periodic account statement you receive from LPL Financial and should not be used for tax reporting purposes. If you require further information, please contact your Financial Professional.
We may make available to you through Account View a broad range of financial information that we obtain from our agents, vendors, or partners ("Third Party Providers"). This includes financial market data, quotes, news, analyst opinions, and research reports. Collectively, we refer to this as "Market Information." LPL Financial does not endorse or approve the Market Information, and we make it available to you only as a service and convenience. LPL Financial and our third Party providers do not (1) guarantee the accuracy, timeliness, completeness or correct sequencing of the Market Information, or (2) warrant any results from your use or reliance on the Market Information. Market Information may quickly become unreliable for various reasons including, for example, changes in market conditions or economic circumstances. Neither LPL Financial nor the Third Party Providers are obligated to update any information or opinions contained in any Market Information, and we may discontinue offering Market Information at any time without notice. You agree that neither LPL Financial nor the Third Party Providers will be liable in any way for the termination, interruption, delay, or inaccuracy of any Market Information. You will not redistribute or facilitate the redistribution of Market Information, nor will you provide access to Market Information to anyone who is not authorized by LPL Financial to receive Market Information. If you are a securities broker, dealer, banker, or investment advisor, you agree not to use the Market Information provided by LPL Financial for any purpose related to your business.
We maintain security standards and procedures, including, to the extent commercially reasonable or legally required, the encryption of information, to help prevent unauthorized access to confidential information about you. We update and test our technology to improve the protection of our information about you and to assure the integrity of our information.
You have the authority to designate the user who will have on-line access to the information displayed for the account(s) for which you are requesting access. You are aware that LPL Financial intends to rely upon your representations and warranties. You agree to indemnify and hold LPL Financial and its affiliates, agents, employees, and licensors (including Third Party Providers) harmless from any claim, demand, loss, costs or expense, including attorneys' fees, made by any person arising out of your violation of the Terms of Use, breach of your representations and warranties, state or federal securities laws or regulations, or any other person's rights, including but not limited to infringement of any copyright or violation of any proprietary or privacy right.
Under no circumstances, including but not limited to a negligent act, will LPL Financial or its affiliates, agents, employees, and licensors (including Third Party Providers) be liable for any special or consequential damages that may result from the use of, or the inability to use, Account View, even if an LPL Financial or authorized Financial Professional has been advised of the possibility of such damages. Applicable law may not allow the limitation or exclusion of liability or incidental or consequential damages. Applicable law may not allow the limitation or exclusion of liability or incidental or consequential damages, so the above limitation or exclusion may not apply to you.
LPL Financial does not represent or warrant the accuracy of any data or information and LPL Financial is not liable for damages or injury, including but not limited to damages or injury caused by any error, omission, interruption, computer virus, communications line failure, theft or destruction or unauthorized access to, alteration of, or use of information, whether resulting, in whole or in part, from breach of contract, tortious behavior, negligence, or otherwise.
All data and information may only be used by you in accordance with LPL Financial policies and procedures and in accordance with any Third Party Provider's (or its sources) restrictions on use.
Account View is owned by LPL Financial and is protected by United States copyright laws and international treaty provisions. All content, trademarks, service marks, trade names, logos, and icons are proprietary to LPL Financial or its affiliates. Nothing contained on Account View should be construed as granting, by implication, estoppel, or otherwise, any license or right to use any trademark displayed on Account View without the written permission of LPL Financial or such third party that may own the trademarks displayed on Account View. Your use of the trademarks displayed on Account View, or any other content on Account View, except as provided herein, is strictly prohibited.
Images displayed through Account View are either the property of, or used with permission by, LPL Financial. Any unauthorized use of the images may violate copyright laws, trademark laws, the laws of privacy and publicity, or other regulations and statutes.
When you register for Account View, we may ask you to give us certain identifying information ("Authorization"). You agree to provide true, accurate, current and complete information about yourself. You also agree not to impersonate any person or entity, misrepresent any affiliation with another person, entity or association, use false headers or otherwise conceal your identity from LPL Financial for any purpose. For your protection and the protection of our other customers and Web site users, we ask you not to share your Authorization information (including passwords, usernames, and screen names) with another person for the purpose of facilitating their access and unauthorized use of Account View.
Although LPL Financial tries to provide accurate and timely information through Account View, there may be inadvertent technical or factual inaccuracies and typographical errors. LPL Financial reserves the right to make changes and corrections at any time, without notice. The information provided through Account View is provided "AS IS" and "AS AVAILABLE." LPL Financial does not warrant the accuracy, completeness or timeliness of the information, text, graphics, links or other items contained in Account View. LPL Financial provides no guarantee against the possibility of deletion, mis-delivery or failure to store communications, personalized settings, or other data. LPL Financial expressly disclaims all liability for errors or omissions in, or the misuse or misinterpretation of, any information contained in Account View. LPL Financial may change information contained on Account View at any time and makes no commitment to update the information contained on Account View. YOU ASSUME THE ENTIRE RISK AS TO THE USE OF ACCOUNT VIEW.
Further, LPL Financial makes no warranties regarding Account View. LPL Financial and its affiliates and agents disclaim all warranties, either express or implied, including but not limited to implied warranties of merchantability, accuracy, fitness for a particular purpose, and non-infringement
You are responsible for activities that occur through the use of Account View with your Authorization information. If you believe that someone has used your Authorization information to access Account View without your consent, please contact your Financial Professional or LPL Financial immediately.
LPL Financial recognizes that our customers visiting our Internet sites ("Online Sites") have an expectation of privacy in their dealings with LPL Financial. The following covers the circumstances through which we will collect, maintain, and use any information you may provide to us online.
LPL Financial will use information collected through its Online Sites to provide you with the products and services you request. We also will use information we collect to identify you, to communicate with you and to help us respond to your questions.
From time to time, LPL Financial contracts with outside vendors and other business partners to perform specific services for LPL Financial. When doing so, LPL Financial selects business partners and vendors that adhere to similar privacy standards as that of LPL Financial. We expect that our business partners and vendors will honor and safeguard any information regarding a LPL Financial user.
When you use various calculators, planners or questionnaires on our web site, you may be asked for Personal Information in order to complete the requested analysis or evaluation. This information may be retained by the provider of the calculator, planner or questionnaire.
LPL Financial websites may contain links to other websites that are not controlled by LPL Financial. LPL Financial cannot be responsible for the privacy practices or the content of such sites.