Client Login
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