ADVISORS, GIVE YOUR CLIENTS ACCESS TO THEIR FINANCIAL INFORMATION

Provide your clients transparent insights into their financial
information, goals and more from one central location,
which they can access 24/7 from any of their devices.

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With LPL’s advanced technology, advisors can meet their clients where they are

Account View is a technology that gives clients access to their financial accounts, statements, secure documents, and view how they are trending towards their goals. It is also a way clients can access financial proposals and connect with you, their financial advisor.

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Your clients enjoy security, connectivity & convenience

Here’s what LPL’s client technology can provide to your clients:

  • Quick enrollment in less than 5 minutes
  • Easy-to-use modern interface
  • Secure, 24-hour online access via web portal or mobile app
  • Integrate information directly into WealthVisionSM
  • Choose which documents to go paperless (i.e. statements, trade confirmations, tax forms)
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Design your clients’ experience with your branding and other customization options

Here’s what this client technology can provide to you and your practice:

  • Personalize LPL’s Account View with your brand and contact information
  • Establish your website as a primary resource to your clients for investment information and services
  • Reduce calls to your office for simple requests that they can do on their own now
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Strengthen your client relationships with the Account View mobile app and desktop experience that conveniently connects your clients to their LPL account information and financial goals.

Advisors, confidentially connect with one of our experienced consultants to learn how LPL Financial can support both you and your clients.

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LPL’s ClientWorks

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

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Run a Digital Office with LPL

From eSignature to LPL’s web-based wealth planning tools, we have the tech and services you need to adapt to an every-changing workplace.

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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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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 # 1-05220123