LPL 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.

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Go Digital with Account View & e-Delivery
  • Monitor account balances, deposits, withdrawals, and investment returns in real-time
  • Easily update account beneficiaries
  • View account performance by time period using the time selector tool
  • Set up e-Delivery preferences for LPL Financial mailings 
  • Easily access previous account statements, tax forms, and other miscellaneous correspondence under the Documents tab
  • Access to headline and market news
  • Track the movement of the DJIA, NASDAQ, and S&P 500

If you never registered for your LPL Account View portal, contact us or click the button below for registration instructions.

Frequently Asked Questions

Forgot Username

Forgot Username

This is usually the root of people's login issues; you do not have an actual username.

Your username is always going to be your e-mail address associated with your account. If you need help identifying which e-mail is attached to your account, please don't hesitate to contact us.

Login Now
Forgot Password

Forgot Password

Can't remember your password? Don't worry!

Click the button below, enter your e-mail address, and follow the instructions to quickly regain access to your account. If you are still unable to login, contact us at:

Reset Now
Using e-Delivery

Using e-Delivery

Say goodbye to snail mail, clutter, and wasted paper!

Once your online access is established, you are only a few quick clicks away from switching to e-Delivery. Click the button below for easy to follow step-by-step instructions.

switch to e-delivery

Do I have to register for online access to enable e-Delivery?

Unfortunately, yes. We are unable to register you for e-Delivery on your behalf. However, if you need any assistance in navigating the registration process, our team is available to schedule a time to walk you through the steps!

Do I have to switch all of my mail to e-Delivery?

No! Account View allows you to personalize your mailing preferences separately for Account Statements, Tax Forms, and Additional Documents (Trade Confirmations, Prospectus & Shareholder Communications, and Notices for all LPL Accounts).

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 through the App Store 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.

Have a Question?

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