Management of your accounts in the 21st Century is all about your control. Here it's all about you. Use the link below to reach the LPL Financial Account View for your online portfoio access. Open24/7.
Remember you can reference cost basis information (purchase and sell prices) for your taxes, research holdings, get quotes in real time, and access the historical database of your past statements.
Remember to be Green and sign up for paperless statements! View the LPL AccountView brochure for more information.
For initial account signup, contact our local office for your personalized user name and temporary password. We can link all your accounts for viewing in one place.