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LPL advisor & investor log in portal for access to LPL's Transition Portal, ClientWorks, & Relationship Summary for advisors & Account View for investors.
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.
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.
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Account View offers a secure login portal for easy access to financial accounts and statements.