Account View is the primary portal for clients of LPL Financial to obtain account information, statements, signup to Go Paperless and gain easy access to WealthVision and Secure Documents.
As an advisor accessing Account View, you may search for and view your clients’ accounts and their related Account View pages.
Depending upon your user access level you may also view your clients’ usage information and manage their profiles, as well as read and send secure messages. You may also view percentage of clients signed up to Go Green and Announcements, as well as maintain settings to customize and personalize the site’s design scheme to align with your branding and manage selected features.
Main features of Account View
View client usage information showing clients who, in the last 30 days, have logged into or signed up for Account View
Search for a client or account using robust search criteria
Create, delete and manage client profiles
Access a client’s Account View pages to support the client
Maintain your Account View advisor profile
Customize the site settings and layout
Use the Secure Message Center
View the Go Green Meter
View Announcements
View client accounts that are not linked to an Account View profile.
Help Content
This section contains the following topics: