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LPL Financial Services account View

With LPL Account View, you have easy online access to current account and portfolio information, statements and trade confirmations. LPL Account View offers portfolio accessibility anytime plus the option to participate in an environmentally supportive alternative to paper statements and trade confirmations. This secure site is easily retrieved through this access page, as well as the Account View icon in the top right of the page, and is provided as a service to you at no cost.

Here are some highlights of what is available to Account View users:

  • View a summary of your accounts (a full 90 days of account activity is available)
  • Quickly reference the consolidated overview of your investment accounts
  • Access interactive market trend information with current values
  • Print or export information from any area within LPL Account View
  • Download account data into Quicken
  • Enroll in the free Paperless option

Please call our offices today for help getting set up, getting accounts activated or using LPL Account View.

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