Account View

Go digital today! Get started with your free online access to your LPL Financial account anytime, anywhere on any device.

Click Here to Access LPL Account View

















Highlights of your LPL Financial  Account View

  • Access your account information anytime, anywhere securely on any device.
  • Monitor accounts, positions, and transactions; view all together for a quick update. 
  • Personalize your preferences with custom data points and account views. 
  • Track progress easily with graphs or use preset and custom reporting options.
  • Export your account data or download account data into Quicken.
  • Access your statements, trade confirmations, and tax forms without delay.
  • Store copies of important documents such as bank statements, estate plans or even your drivers license or passport for emergency access anywhere, anytime. 

Check out our LPL Account View Brochure and get set up today!

Watch a short tutorial video for Account View to see if this is a fit for you.

You might also find it useful to spend some time with our Guide to your Monthly Statements.