What is AccountView?
Your Online Portal for Your Financial Investments and Paperless Statements
With LPL Financial Account View you can see your account activity anytime 24 hours a day, 7 days a week, have identity theft protection with confidential User ID, and environmental participation by opting for paperless statements. Three benefits from one service!
Easily accessed through our website online at no cost to you, you can obtain information that is consistently refreshed (intraday for securities and daily for mutual funds, for instance). View all of your LPL Financial account information, whether brokerage or advisory, as well as networked outside investments.
Comprehensive Account Access
A wide range of specific account information with easy access for conducting research is available through the information tabs. The capabilities within these tabs include the following and more:
- Account Balances & Summaries
Switch easily between accounts and view an aggregate of all account balances, funds available, holdings and transactions.
- View Statements Online
A rolling 18 months of your account statements are available online giving you the opportunity to discontinue receiving paper copies via mail.
- Positions & Portfolio Views
See multiple views of your account holdings, including today’s intraday prices, stock and mutual fund fundamentals.
- Transaction Detail
Access account transaction details, including buys, sells, dividends, reinvestments and debit card activity.
- Customized Portfolio View
Create a custom view of your portfolio in minutes with a few clicks of a mouse.
- Premier and Premier Plus Checking/Visa Detail
Track your checking and Visa activity with the information in LPL Financial Account View.
- Go Green, Go Paperless
Once you have experienced the convenience and ease of reviewing your portfolio on line, you may want to consider "paperless option" for retrieving your monthly statement through LPL Financial Account View. Aside from a valuable service that provides great convenience, it exemplifies an ecologically sensitive alternative for the delivery and storage of your important financial documents.