Account View Overview

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 My Documents.

Main features of Account View

• View account related information, including positions, transactions, and statements

• Export account information to Microsoft Excel, CSV, or Quicken files

• Subscribe to electronic statements

• Obtain electronic statements

• View and send messages to your advisors

• View the market value of holdings

• View the Asset Allocation chart and Value Over Time graph related to your account

• View Market Data and Financial Headlines

NOTE: Depending on permissions or authorization levels, and whether you subscribe to certain services, some of the features or functions described in this help file may not be visible or available to you. Please contact your Advisor if you have any questions.

Help Content

This section contains the following topics:

• Main Parts of Account View

• Working with the Header

• Working with the Home Page
• Working with the Accounts Page
• Working with the Positions Page
• Working with the Transactions Page
• Working with the Statements Page