On-Line Account Access

(https://accountview.lpl.com/web/login)

Through your relationship with our firm, you now have access to a new online account portal and app, Account View, which makes it easy to view and track your investment accounts. This will allow you to stay connected to your investments and access your information— anytime, anywhere. The Account View dashboard provides a simple view of your account information so you can see everything from one, easy-to-access location.

Additional Account View features include:

• Elect Paperless Options
  
• Review Your Financial Goals
• Track Account Performance
  
• View And Edit Beneficiary Information
• Access Monthly Statements For All Your LPL Accounts
   

To set up your Account View portal:

Step 1:  Go to https://accountview.lpl.com/web/login and click “Sign Up”.

Step 2: Enter your email, the phone number associated with your account, and the last four digits of your SSN. All fields are required.

Step 3: Select “Find Me” to continue.

Step 4: Review and Agree to the Terms and Conditions.

Step 5: Create and confirm your password.

Step 6: Log in with your new credentials.

Step 7: Select your verification method using your device to receive the one-time password (OTP) sent to your primary phone number.
             You can receive your one-time password (OTP) via text message or a phone call.

Step 8: Enter your Code, then click “Verify”. Your Account View home page will appear.

From there, you can view your account balances, statements, track your portfolio performance and more.

  If you have difficulty creating your profile, please contact LPL’s dedicated client line for assistance at: 1-800-558-7567