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Access your LPL Financial account online with ClientWorks for advisors or Account View for investors. Learn about LPL's cybersecurity measures and transition portal.
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- LPL Account View for Investors
Account View is a simple and convenient way to connect to...
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Login. Please enter your username and password. Forgot Password? Are you out of the office? Activating On-the-Go will mask sensitive information.
Sign In to Access Your Accounts. Username. Welcome to Account View. Account View gives you online access to your accounts, statements, and secure documents. It is also a great way to get access to financial proposals and advice from your financial professional.
Account View is a simple and convenient way to connect to your financial accounts, anytime, anywhere. In Account View, you can find detailed information about: Your investment portfolio account balances; Account performance; Financial goals; Elect paperless communications
New look, same experience — Wealth Reporting and Insights are now offered through Pershing X. User Name. Password.
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Financial and transactional - Financial information about you, transactional information and credit information, account authentication details. Contractual details - Information collected as part of the products and services we provide to you.
