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Account View gives you online access to your accounts, statements, and secure documents. It is also a great way to get access to financial proposals and advice from your financial professional.
Account View gives you online access to your accounts, statements, and secure documents. It is also a great way to get access to financial proposals and advice from your financial professional.
Account View offers a secure login portal for easy access to financial accounts and statements.
Securities and Advisory Services offered through LPL Financial - A Registered Investment Advisor, Member FINRA/SIPC. Please refer to the Disclaimer page for limitations and conditions regarding this application.
Securities and Advisory Services offered through LPL Financial - A Registered Investment Advisor, Member FINRA/SIPC. Please refer to the Disclaimer page for limitations and conditions regarding this application.
From the Home page you can view information related to your account, current market trends and news. The Home page displays: Summary of your accounts; Asset allocation chart; Value over time chart; Business announcements; Financial headlines and market data; Information on Go Green
Viewing Account Details. You can view account details and the total aggregate balance for all selected accounts. Account details. This section displays the summary of LPL/Non LPL accounts. The information provided for each account is: Nickname Account number Held at Total Value Percent of Portfolio
Features in the Accounts Held at LPL section Click on the Account Name to open the context menu. You can then click “view details”, “Positions”, “Transactions”, or “Statements” to go directly to that information for the selected account.
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.