Your clients can view the details of their accounts quickly and easily on Account View.
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:
Increase Web Traffic and Reduce Call Volumes
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.