Client Account Access

LPL Financial’s digital Account View hub creates more seamless experiences for financial advisors and their clients with connected workflows, intuitive digital tools, and engagement capabilities.

LPL's Advanced Technology

Meet Clients Wherever They Are

Account View extends the power of LPL  Latitude's unified technology experience directly to your clients, making it easier for you to share information, collaborate on financial plans, and support ongoing conversations.

Through a secure web portal and mobile app, clients can view accounts, statements, secure documents, financial proposals, and goal progress while staying connected with you from virtually anywhere. 

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Easy Access

A Secure, Convenient Experience for Clients

Here’s what Account View can provide to your clients:

  • Quick enrollment in less than 5 minutes
  • Easy-to-use modern interface
  • Secure, 24-hour online access via a web portal or mobile app
  • Integrate information directly into WealthVisionSM
  • Choose which documents to go paperless (i.e. statements, trade confirmations, tax forms)

Create a Branded Experience

Give clients a digital experience that feels like an extension of your practice. Account View can be personalized with your branding and contact information, helping create a consistent experience across every client interaction.

 

By connecting clients back to your website, you can reinforce your online presence as a trusted source for investment information and services. The result is a more seamless, professional experience that keeps your brand front and center.

Mobile device and laptop in-hand providing a view of investment account information.

LPL’s ClientWorks

Run your business more efficiently from a single location with LPL ClientWorks, our comprehensive advisor platform.

 

Discover ClientWorks

White Papers

Review these white papers for strategies you can use to more effectively guide your clients and build your practice.

 

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Your Recruiter

A dedicated team is ready to help you find your fit at LPL. Our representatives have broad experience and specific knowledge of LPL opportunities.

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Disclosures

For Financial Professional Use Only