3 Tips For Financial Advisor Clients When Using Account View

Account View connects investors to their financial accounts – anytime, anywhere, on any device

In today’s market, investors understandably want to stay connected to their financial lives as they reach milestones and strive to reach their financial goals. Account View is LPL Financial’s platform where clients can securely and easily access their accounts, view the status of their portfolio, and find account-related documents. Recent upgrades have streamlined processes for your clients, aligning the digital experience to the rest of their digital life. This also helps create a stronger connection with you, their financial professional.

“Our clients can go right in and click right on the WealthVision software and be able to see not only their accounts with LPL, but their accounts across the board. That's been a huge value-add.” – Gretchen Meyer, Gretchen Meyer Financial

Watch this short video describing the value investors gain from using Account View. Then, read on for three tips you can share with your clients to make sure they’re getting the most out of the experience.

1. Self-service features allow you to make updates, transfer money, and more

By accessing Account View when it’s convenient for you, you have the option to manage your account with its easy-to-use capabilities.

• Beneficiary updates: View, edit, and add beneficiary information for individual non-retirement accounts, in addition to qualified retirement accounts
• Mobile check deposit: Securely deposit checks digitally to non-retirement accounts held at LPL Financial
• ACH deposits: Transfer money from an external bank account to an LPL non-retirement account via Automated Clearing House (ACH) deposits
• Authorized user access: You have the option to grant access to additional users, such as family members or your accountant

2. Download the mobile app for line-of-sight and easy navigation

Account View’s modernized dashboard delivers a simple layout of your investment portfolio in one easy-to-understand snapshot, keeping everything at your fingertips. Using Face ID or Touch ID, the mobile app offers convenient access to:

• View your total portfolio value and any changes in value that occurred during the day
• Monitor individual account balances, deposits, and withdrawals, as well as investment returns
• Identify accounts easily by account nickname or number
• Select a time frame over which to display account data
• Track how your investments performed at a specific time, or over a period of time

Your account information is also accessible from your desktop portal.

3. With one click, eliminate 120 pieces of paper each year

Have you thought about how convenient it would be to have your financial documents in a secure, online location so they don’t get lost in the shuffle? With one click, Account View allows you to go paperless for existing accounts and documents, as well as any accounts you open in the future and for any documents LPL offers as paperless.

Using paperless delivery provides you secure access 24/7 to important documents, including your tax forms, monthly account statements, and more. Once your documents are available, you’ll receive an email notification—no need to wait for them to be printed and mailed. That’s good for the environment, and less paper for you to keep track of.

We will continue to deliver an integrated, digital experience to help you run a thriving business and engage with your clients in the most effective and efficient way.

If you’re a financial professional partnering with LPL, learn about Account View’s features on the Resource Center. If you’re an investor, learn more about Account View’s benefits and how to stay connected to your financial information.