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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.
Register for Account View and get online access to your financial accounts, statements, documents, and WealthVision.
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. conditions regarding this application.
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. conditions regarding this application.
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. The details displayed for LPL/Non LPL Accounts are mentioned below.
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.
Description of each column in the Accounts Held at LPL section: The name of the account. You can change the name displayed by entering a nickname for the account in Accounts Settings page. The LPL account number. By default, Account View shows only the last four digits of the account number. See Display Settings to show the full account number.
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