Your clients can view the details of their accounts quickly and easily on Account View.
Account access any time, any where
Clients can access a timely, accurate snapshot of their portfolio on our web-based platform, Account View. It provides transparent insight into each account from one central location, allowing you and your clients to view portfolio values, account balances, deposits and withdrawals, and investment returns. You can also review performance data over customized date ranges.
Your clients enjoy:
- Secure, 24-hour online access via computer, tablet, or smartphone
- An easy-to-use interface
- Simple enrollment in under five minutes
- Ability to download data to Quicken or TurboTax and integrate information directly into WealthVisionSM, a powerful web-based wealth planning tool. LPL’s financial planning software
- Optional eDelivery to receive paperless electronic statements, trade confirmations, quarterly performance reports, and prospectuses
Increase web traffic and reduce call volume
As an LPL advisor, you can personalize Account View with your brand and contact information, providing clients a connection to your website that can help establish you as a primary resource for investment information and services. Your clients can view the details of their accounts quickly and easily which may reduce calls to your office for simple data requests.
Throughout this communication, the terms “financial advisors” and “advisors” include registered representatives and/or investment adviser representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment adviser.
Tracking # 1-05033977