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Sign In to Access Your Accounts. Username. Welcome to Account View. 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.
LPL advisor & investor log in portal for access to LPL's Transition Portal, ClientWorks, & Relationship Summary for advisors & Account View for investors.
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
Enter your username & password. Username Password. Forgot Password. Activate On-The-Go to mask sensitive information. Sign In.
Financial and transactional - Financial information about you, transactional information and credit information, account authentication details. Contractual details - Information collected as part of the products and services we provide to you.
Account View offers a secure login portal for easy access to financial accounts and statements.
By logging in, you agree to the Terms of Use and the LPL Privacy Policy. Access to ClientWorks through public computers is strictly prohibited. The device in use must be in your control and must conform with the LPL Branch Office Security Policy.
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As the leading provider of investment and business solutions for independent financial advisors across the nation, LPL has the tools, technology and resources to help you and your clients succeed. Learn more now.
Get fast and secure access to your LPL accounts all from the convenience from your mobile device. LPL Financial’s Account View app provides a range of financial solutions that align with your needs, so you can focus on your financial aspirations and see how you’re trending toward your goals.