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Account View for Investors. View your account balances, activity, and financial documents. Login
Account View gives you online access to your accounts, statements, and secure documents. It is also a great way to get access to financial proposals and advice from your financial professional.
Account View is a simple and convenient way to connect to your financial accounts, anytime, anywhere. In Account View, you can find detailed information about: Your investment portfolio account balances; Account performance; Financial goals; Elect paperless communications
Login. Please enter your username and password. Forgot Password? Are you out of the office? Activating On-the-Go will mask sensitive information.
New look, same experience — Wealth Reporting and Insights are now offered through Pershing X. User Name. Password.
Access your LPL Financial account, view balances, performance, and financial documents with Account View for Investors.
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Login to LPL Financial to access your financial information and manage your account.
Securities and Advisory Services offered through LPL Financial - A Registered Investment Advisor, Member FINRA/SIPC. Please refer to the Disclaimer page for limitations and conditions regarding this application.
LPL Financial’s Account View mobile app features include: Monitor accounts. • Track your total portfolio in a single location. • View total portfolio value, including the ability to look at value over different time periods. • Watch your account balances and position information updated throughout the trading day.
