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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.
LPL advisor & investor log in portal for access to LPL's Transition Portal, ClientWorks, & Relationship Summary for advisors & Account View for investors.
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
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Aug 7, 2020 · 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.
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.
