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LPL advisor & investor log in portal for access to LPL's Transition Portal, ClientWorks, & Relationship Summary for advisors & Account View for investors.
Sign In to Access Your Accounts. Username. Welcome to Account View. 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.
Login. Please enter your username and password. Forgot Password? Are you out of the office? Activating On-the-Go will mask sensitive information.
Login to Account View. The Power of Connection. 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.
Welcome! Let's get you signed in. User Name Password. Forgot Password. Activate On-The-Go to mask sensitive information. Sign In. Having trouble?
Sep 3, 2024 · As the leading provider of investment and business solutions for independent financial advisors across the nation, LPL has the tools, technology and resources to help you and your clients succeed. Learn more now.
Aug 24, 2024 · Financial and transactional - Financial information about you, transactional information and credit information, account authentication details. Contractual details - Information collected as part of the products and services we provide to you.
