After You Invest

Your investments are worth more than money — they represent your future. Keep track of your portfolio and your goals simply and conveniently with LPL Financial's digital platform, Account View.  

Account View
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Partnering for Prudent Investing

Your needs and interests come first when you work with an LPL advisor or professional. They will help you develop an investment plan aligned with your goals, but you play an important role in the process. It’s vital that you always communicate honestly about your financial situation and objectives. 

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Keep Your Account Secure

While LPL employs numerous processes and protocols to safeguard your accounts, it's essential that you also take actions to help keep your investment accounts secure. Make sure to read and adhere to the following information.

  • Always make any payment for securities investments directly to "LPL Financial".
  • If making a payment to a mutual fund, annuity, or insurance company, please contact that company directly for payment instructions.
  • Always sign your own documents. Never ask someone else to sign for you unless that person can legally act for you (e.g., via a power of attorney).
  • LPL Financial professionals are required to place securities investments through LPL Financial or directly with a mutual fund, insurance company, or other product provider. Don’t make checks payable directly to a financial professional, the financial professional's business, or to any business controlled by the financial professional. 
  • Never borrow from or lend money to a representative of LPL.
  • When dealing with a representative of LPL, only accept account payments from LPL or the product provider. Payment from any other business name or the LPL representative isn’t appropriate.
  • Review your statements when you receive them. If you receive a summary statement from your financial professional, compare the statement numbers to your statements from each product provider or official LPL account statement. 
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Your Accounts at Your Fingertips

View your financial account information, including portfolio balances, account balances, deposits and withdrawals, and investment returns from one central location.

Account View