View main parts of Account View for Clients
Description of main parts of Account View
Item |
Name |
Description |
|
Header |
Displays user information and access to Secure Messages and settings. For more information, see Working with the Header. |
|
Main Navigation Bar |
Provides access to Account View pages, including positions, transactions and statements. For more information, see Working with Main Navigation Bar. |
|
Searching Symbol |
Allows you to search for current market data. For more information, see Market Quote. |
|
Display Area |
Displays the page specific information. As applicable, a Download to Quicken link appears on the right side of the section title bar. For more information, see Download to Quicken. |
|
Go Green |
Displays the percentage to go for Paperless statements. For more information, see About Go Green. |
|
Announcements |
Displays current announcements from LPL Financial. For more information, see Announcements. |
|
Market Data |
Displays current market data. For more information, see Viewing Market Data. |
|
Financial Headlines |
Displays current financial headlines/news. For more information, see Viewing Financial Headlines. |
|
Footer |
Displays disclosure and privacy information. |
Go back
