Account View 

Account View 

Account View gives you online access to your accounts, statements, and tax documents. Clients may also choose to go paperless in Account View!

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

Wealth Vision

Wealth Vision

Use WealthVision to organize your financial life with a consolidated view of your accounts, transactions and investments. Work directly with your advisor to set budgets and create a plan to pursue your financial goals. 

Frequently Asked Questions

How do I get access to Account View, LPL's online account platform?

Download these instructions on setting up your new account. You can set up and log in to your account here. 

Help! I can't login to my account! What is my username?

Your username is the e-mail address associated with your account.

How do I set up e-Delivery?

In order to set up e-Delivery, you will first need to set up your Account View portal. Once this has been done, please refer to this document for instructions on setting up your accounts for e-Delivery.

How do I reset my Account View password?

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

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 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.