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ACCOUNT VIEW 2.0

ACCOUNT VIEW 2.0

Conveniently and securely access your account details through LPL's Account View software. Accessible through your computer, phone, or tablet, you can track your accounts and view your portfolio with a click of a button.

If you have never set up your account, you can access a step-by-step guide on setting up your account here.

Please see below for some common questions, solutions, and other useful resources.


LOGIN HERE

FREQUENTLY ASKED QUESTIONS

How do I get access to Account View 2.0 login?

Download these instructions on setting up your new account. You can set up and log in to your account at https://myaccountviewonline.com/login/. Contact Amy at acook@mavenlanefinancial.com if you have any questions. 

How do I get access to the mobile app?

After you’ve received the activation email and set your password you can download the LPL Account View mobile app and login with your email address and password. You’ll get a text message with a code to register the app the first time you log in. 

How do I reset my Account View 2.0 password?

Use the "Forgot Password" link from the mobile app or desktop platform.

How current is the account information?

During market hours, prices and values update every 20 minutes. Intraday transaction information may take up to an hour to appear in Account View 2.0.