Account View

With LPL Account View, you have easy online access to current account and portfolio information, statements and trade confirmations.

LPL Account View offers portfolio accessibility anytime plus the option to participate in an environmentally supportive alternative to paper statements and trade confirmations.

This secure site is easily retrieved through our firm’s website and provided as a service to you at no cost.

A wide range of specific account information is available in LPL Account View as well as easy access for conducting research. Below are some highlights of what is available to you: 

• View a summary of your accounts (a full 90 days of account activity is available) 
  
• Quickly reference the consolidated overview of your investment accounts 
  
• Access interactive market trend information with current values 
  
• Print or export information from any area within LPL Account
  
• View and Download account data into Quicken