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Account View

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Account View is a web-based platform that lets LPL advisors give their clients access to a timely, accurate snapshot of their portfolio.

From account view, you can view:

  • Portfolio values, account balances, deposits and withdrawals, and investment returns.
  • You can also review performance data over customized date ranges
Sign Up
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Go Paperless

  1. Once you are logged into your account, at the top of the page where it says "You are X% paperless" click on it.
  2. From there you can choose to either go 100% paperless for all documents or pick and choose what you receive paperless and by mail. 

Once you are finished going through what you want paperless, it will take up to 90 days for it to fully become paperless