Download the Account View Brochure

Click the above picture to download a copy of the LPL Account View brochure.

Say goodbye to snail mail, clutter, and information that’s outdated the moment it’s printed. Say hello to secure, constant, anywhere online access to your financial information with Account View and eDelivery.

Once LPL Financial 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.

Download the Account View Brochure

Click the above picture to download the “Getting Started User Guide”.

If you are ready to get access to your LPL accounts on LPL Account View, click the picture to the left to download the “Account View User Guide”.  Before you begin, you will need the following:

  • You will need to have your email open in order to retrieve a verification message.

  • The last 4 digits of your Social Security Number (SSN) or Tax ID number.

  • Have one of your LPL Financial account numbers on hand, as it will be required to validate your identity.

  • Your Zip or Postal Code.