Account View for Investors

Connection is more important than ever before — to your family, your friends, and even to your financial information.

To make it easier for you, as an investor, to stay connected with both your financial advisor or professional and your information, you need the right financial technology.

The Power of Connection

Account View is a simple and convenient way to connect to your financial accounts, anytime, anywhere. In Account View, you can find detailed information about:

Your investment portfolio account balances
Account performance
Financial goals
Elect paperless communications

Time to Make a Clean Sweep and Go Paperless

How to go paperless:

Log In to Account View.
At the top of the page, select "Go Paperless."
From there, you can choose to go 100% paperless for all eligible documents, or pick and choose what you receive via paperless or mail delivery.

Go Paperless

Access your account on the go with the Account View mobile app.

Once you have activated your Account View profile, you can then download the mobile app. To find it search “LPL Account View” on the App Store for iOS and Google Play for Android devices. Next login using your email address and password from when you created your account. You’ll get a text message with a code to register the app the first time you log in.