View Accounts


 

Account View

The ability to access account information 24 hours per day, seven days per week.  Account view gives you access to the following:

View one or all of your LPL Financial accounts -
You select which accounts to view. View the data for individual accounts. Or, view the data for all your LPL Financial accounts combined.

See account history for the last 90 days -
All the account activity, the buys, sells, dividends, money market transactions - all is available for your review. You can sort data any way you wish and filter out transactions, if you choose to.
 
Archive of Current and Past Statements -
Statements are available for trailing 24 months.  Option to eliminate paper statements.
 
Comprehensive portfolio data -
Detailed data about your holdings, including equity and mutual fund fundamentals. Sorted any way you like. A powerful tool and easy to use.
 
Export to a spreadsheet -
A simple 1-2 step to export any available data to an Excel spreadsheet file. Then import the spreadsheet into any compatible application.
 
Easy sign up -
No need for complex paperwork. Its simple and easy. Just fill in your account information, your email and phone number and you are done. You create your own user name and password.
 
State of the art display -
Enhanced graphic user interface.
 
Quotes and fundamental data -
Key information at your fingertips!
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