Your Financial World, All in One Place

Managing your investments shouldn’t feel like a juggling act. With Account View, LPL Financial’s secure digital platform for investors, you can access your account information, track performance, view tax documents, and monitor your progress toward financial goals — all from one intuitive hub.

Already have an account?

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Building Trust Through Transparency 

More than just data, Account View is about connection. It’s a bridge between you and your financial advisor, built on transparency and open communication. By simplifying how you engage with your finances, Account View empowers you to make informed decisions with confidence, knowing your advisor is just a click away.

Whether you're reviewing your portfolio or planning your next step, Account View keeps your financial journey streamlined, supported, and focused on the future you’ve imagined.

Ready to sign up? Enroll in Account View

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MOBILE APP

Access Account View from the Palm of Your Hand

 To download the app:

  1. Create your account in LPL Account View
  2. Search LPL Account View (App Store for iOs and Google Play for Android
  3. Log in to the app using your Account View email address and password
  4. Get a text message with a code to register the app (first time log in only)
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Triangle Icon, Google Play GET IT On text in image for LPL Account View App
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THE BENEFITS OF GOING PAPERLESS

Less Clutter, More Convenience

Once you log into Account View, you’ll have the option to go paperless and receive digital copies of statements, trade confirmations, and more. It takes less than five minutes and yields powerful benefits, including:

  • Secure, instant access: View your tax forms, statements, and up to 7 years of account history all safely stored and available whenever you need them.
  • Stay informed, effortlessly: Get email alerts the moment your documents are ready, so you're always in the loop without lifting a finger.
  • Declutter your life — and the planet: Going paperless means fewer stacks of paper and a cleaner environment, saving over 120 pages a year while simplifying your financial routine.
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LPL Account View FAQs

You will have secure access to your financial account information anytime, anywhere, on any device. Some of Account’s View features include:

  • Quick-view modern dashboard
  • View progress on goals
  • Paperless options
  • File sharing capability

Accounts managed by your financial professional will appear Account View, whether they are held directly at LPL or networked to an LPL account.

Yes. While each Account View profile provides access to the account for a single person by default, your financial professional can provide access to additional accounts held by members of your household.

Yes, Account View uses the most up-to-date security measures to protect your account information, including:

  • Unique usernames and passwords
  • Multi-factor authentication
  • Biometrics like Face ID and Touch ID

Prices and values update every 20 minutes during market hours. Keep in mind, same-day transaction information may take up to an hour to appear in Account View.

No, Account View is a free service provided through your financial professional. 

Chrome is the preferred browser, but Account View works with all major browsers (e.g., Firefox and Safari).

Yes. Simply download the LPL Account View mobile app from the App Store for iOS and Google Play for Android devices.

Getting started with Account View is quick and easy once you begin working with your LPL Financial advisor. It only takes about five minutes. Just head to the Account View enrollment page and enter your email, phone number, and the last four digits of your Social Security number —then you’re all set.

New to LPL?

Welcome. As an investor who’s new to LPL Financial, you may have questions. We’re here to provide answers.

Learn What It Means for You

Go Paperless

Access statements and account documents electronically, all from the secure login. In Account View, select Go Paperless at the top of the page.

Learn About Making a Clean Sweep
Log in to Account View

Understanding Your Statements

There’s a lot to unpack in each quarterly statement. We’ll guide you through step by step.

Learn More