LPL Account View

LPL Account View is where you, the client, can login to:

  • View a summary of your accounts (a full 90 days of account activity is available)
  • Statements and Trade confirmations
  • Paperless Documents
  • Quickly reference the consolidated overview of your investment accounts
  • Access interactive market trend information with current values
  • Print or export information from any area within LPL Account View
  • Download account data into Quicken
  • Conducting Research
    • Click on symbol for access to Thomson overview analysis
    • Utilize Quick Quote research database

This secure site is easily retrieved through our firmís website and provided as a service to you at no cost

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