ACCOUNT VIEW:
THE ACCESS POINT 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 professional and your information,
you need the right financial technology.

LOG IN TO ACCOUNT VIEW
GET STARTED WITH ACCOUNT VIEW

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

 

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TIME TO MAKE A CLEAN SWEEP AND GO PAPERLESS

How to go paperless:

  1. Log into Account View.
  2. At the top of the page click on "Go Paperless."
  3. 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.
LOG IN TO ACCOUNT VIEW TO GO PAPERLESS

GET STARTED WITH ACCOUNT VIEW

If you’re ready to get started with Account View, and do not have a legacy account, sign up today.

VIEW 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.

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LEARN MORE ABOUT ACCOUNT VIEW

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Get to Know Account View

Our brochure dives into more detail about the features, benefit, and your top questions about Account View.

READ THE BROCHURE
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Account View FAQs

Do you have more questions? Read our FAQ brochure to learn more about what Account View can do for you.

READ OUR FAQS
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Statement Guide

Are you a current Account View member, and need help reading your statements? View this helpful guide.

LEARN MORE
opt in for paperless

Opt-In For Paperless

Going paperless is an easy and secure way to access your documents digitally all from Account View.

GET STARTED

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HELPFUL
INVESTOR RESOURCES

Securities and advisory services offered through LPL Financial, a registered investment advisor and broker-dealer (member FINRA/SIPC).

Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL affiliitate, please note LPL makes no representation with respect to such entity.

Tracking: #1-05347292

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value