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Client Centered

We want our clients to have an easy and effective way to view their account information online. Therefore we offer a tool called “Account View”, which allows you to view your brokerage and / or advisory account information anytime, anywhere.

Easily access your accounts, or sign up for this convenient service:

Once your Account View is activated, you can access:

  • Statements
    Eliminate the mailing of paper statements and view your monthly LPL Financial Statements and/or Advisory Performance Reports online

  • Account balances and summaries
    Switch easily between accounts and view aggregate of all account balances, funds available, holdings and transactions

  • Positions and portfolio views
    See multiple views of your account holdings, including today’s intra-day delayed prices and stock and mutual fund fundamentals

  • Transaction detail
    Access account transaction details, including dividends, reinvestments and checking and debit card activity

  • Quicken Data Downloads
    Easily download your account information into your personal Quicken program with the click of a button
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