1700 South El Camino Real,
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 never registered for your LPL Account View portal, contact us or click the button below for registration instructions.
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.
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:
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.
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!
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).
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.