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Sign In to Access Your Accounts. Username.
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.
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. To view more details about an account, click to expand an account name.
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.
View and print account related information, including positions, transactions, and statements. Export account information to Microsoft Excel, CSV, or Quicken files. Subscribe to electronic statements. Obtain electronic statements. View the market value of holdings.
The Accounts Held Outside of LPL section displays information about each networked outside account in your portfolio. Description of each column in the Accounts Held Outside of LPL section: Column Name