LPL Account View
Providing you with Account View is one way we are committed to helping you pursue your financial goals. Accessed from your computer, tablet or smartphone, Account View provides you secure, convenient, 24-hour online access to your investment account information.
You have easy access to your account portfolio, quotes, market performance, plus the option to participate in an environmentally supportive alternative to paper statements and trade confirmations. This secure site is easily retrieved through our firm’s website and provided as a service to you at no cost.
Call our office for help setting up your accounts or using Account View.
Click Here for an Account View brochure or watch this video!
Access Account View
A wide range of specific account information is available in LPL Account View as well as easy access for conducting research. Below are some highlights of what is available to you:
View a summary of your accounts (a full 90 days of account activity is available)
Quickly reference the consolidated overview of your investment accounts
Access interactive market trend information with current values
Print or export information from any area within LPL Account View
Download account data into Quicken
Conducting Research
Click on symbol for access to Thomson overview analysis.
Utilize Quick Quote research database.
Quick Quote
Insert the symbol and click “Go”
Summary Page
View the value of your total portfolio, which is updated nightly.
Balances Page
Examine investments from multiple viewpoints. Determine cash balance, margin balance, money market funds and check current balances for each security type.
Activity Page
Filter and track your updated portfolio activity 24 hours a day.
Portfolio Page
Utilize an array of tools to analyze your portfolio.
Customize Your View
You can personalize how your portfolio information is presented in LPL Account View so that you can view the information you want, in the order you want to view it.
Statements Page
Access historical monthly statements, quarterly performance reports and trade confirmations.*
*Trade confirmations are available online for trades executed after January 3, 2011.
Click Here for more detailed information about LPL Account View.