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 withboth your financial advisor or professional and your information, you need the right financial technology.

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


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.
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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.

Learn More About Account View

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