Account View offers secure LPL investment accounts access, anytime, anywhere, on any device. Say goodbye to snail mail, clutter, and information that’s outdated the moment it’s printed. Say hello to secure, constant, anywhere online access to your financial information with Account View and eDelivery.
- Easily view the total portfolio value for all of your accounts at the top of the homepage. Monitor individual account balances, deposits, and withdrawals and investment returns.
- Distinguish between accounts held at LPL and those held outside, and check balances for outside accounts. Keep track of how your investments performed at a specific time or over a period of time by simply hovering over the “value over time” chart.
- View account performance by time period using the time selector tool. Receive statements, tax documents, and trade confirmations electronically with eDelivery.
Access Account View
Registering is easy. Follow these three simple steps:
- Visit www.myaccountviewonline.com and click Sign Up for Account View.
- Create your confidential and secure profile. You’ll be asked to enter your contact information, and verify the last four digits of your Social Security number. It’s secure and safe—we use this information to protect your account.
- Verify your account. You’ll receive an email confirmation to the email address you provided. Only you have access to that email, and only you can activate your Account View access.
Opt in to eDelivery by clicking Go Paperless: Eliminate printed monthly statements and trade confirmations through the mail. You have secure and private access to view these documents online through Account View.