2774 Commerce Dr. NW, Suite A
Account View is our secure online portal where you have insight into your portfolios, positions, transactions and statements. Additionally, you can download and print any documents from home. You can access your account and view your documents anytime with Account View. If you have never logged in to Account View, we can send you an email link to sign up.
Creating an Account View Profile
To create an Account View profile, complete the following steps:
Logging into Account View
Clients access Account View from their mobile or desktop browser. After completing the activation process, clients can download the LPL Account View app form the Apple Store or Google Play Store.
To log into Account View, complete the following steps:
Forgotten usernames can be recovered by choosing Trouble Logging In? on the Account View home page.
To reset your Account View password, complete the following steps:
Updating or Adding an Account to your Client Profile
Consult our office to update or add an account to your profile.