Client Online Investment Portfolio Access powered by LPL Account View
All clients have online access to their entire investment portfolio through LPL’s Account View. Providing you with Account View is one way we are committed to help you pursue your financial goals. Accessed from your computer, tablet or smartphone, Account View provides your secure, convenient, 24-hour online access to your investment account information.
From the home page, you have easy access to your account portfolio, quotes, market performance, news and the following additional highlights:
- Your total portfolio value and any changes in value that occurred during the day
- The ability to go green – mailings of statements and trade confirmations are eliminated
- Financial information you can export to programs such as Quicken for further analysis or tracking
- A pie chart that displays how your investments are allocated
- A graph that presents the growth of your portfolio over a specified period of time (e.g., the current year-to-date, all available time frames, the last 12 months, previous year or custom time frame).
Account View offers simple navigation through accounts, positions, transactions and statements for an intuitive, clear experience.
For one or all of your accounts, you can view the asset allocation, value over a set period of time, balances and margin details.
View all positions, their market value, gain and loss details. Select any symbol or CUSIP number to view current market data. Select the My View tab and Create Custom View to select additional details you would like displayed.
The last two years of transactions are viewable and can be downloaded. Use the filter options to select specific time frames and transaction types to limit your search results.
View your statements, tax documents and trade confirmations. You can easily go paperless on your statements and trade confirmations.