Our mission is to help affluent advocates design and implement a customized plan focused on achieving life dreams and financial goals. We will do this by providing world class advice, education, and service with a truly personal relationship.
Account View is the online statement and account update tool provided through our Broker-Dealer, LPL Financial. With this tool, you can view your accounts anywhere you have web access.
If you are already signed up for Account View, you can login at accountview.lpl.com. There is also a demo of the technology at accountview.lpl.com. If you have not yet signed up but would like online access, please contact us.
Now you can now receive many mutual fund company mailings via email rather than mail. If you are interested, you can go to www.icsdelivery.com/lpl to signup. You have to register each LPL account separately.