Monitoring Accounts Online

You can manage your account online anytime, day or night, from the convenience of your own home or office. In addition, easy-to-read account statements keep you informed of account activity and performance.

Account View Overview

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.

WealthVision Overview

WealthVision offers an aggregated, comprehensive view of your financial portfolio, as well as features and functionality that enable more complete planning and deeper servicing of your needs.