ACCOUNT VIEW

Staying Connected

Account View portal & app

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In today's world, it's more important than ever to stay connected. As we work toward your financial goals together, we want to provide you with updated information and keep you in the loop on all aspects of your investment portfolio.

The Account View mobile app and portal are digital tools that allow you to stay connected to your investments and access your information—from anywhere, anytime.

Some of the benefits of using these tools include:

Immediate information about your investments—right at your fingertips.

Secure online access and electronic delivery of statements, which can help protect you from the possibility of mail fraud and identity theft.

A simple interface that allows easy navigation through accounts, positions, transactions, and statements.

Account View 2.0
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The new Account View 2.0 modernized dashboard provides a simple view of your account information so you can see everything from one, easy-to-understand location.

We've put together some brief resources to help you get a feel for this technology and learn more about how it works:

Mobile App

The LPL Account View mobile app lets you securely access your financial accounts anytime, anywhere, on any device.

Download app

Go Paperless

Say goodbye to snail mail, clutter, and information that's outdated the moment it's printed. Say hello to secure, constant, anywhere online access to your financial information with Account View and eDelivery.

Learn more

If you'd like more information or to discuss this new tool, please feel free to call our office or fill out the form below:

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