Accounts Held at LPL

The Accounts Held at LPL section displays information about each LPL account in your portfolio

Description of each column in the Accounts Held at LPL section:

Column Name	Description
Account	The name of the account. You can change the name displayed by entering a nickname for the account in Account Settings page.
Account #	The LPL account number. By default, Account View shows only the last four digits of the account number. See Display Settings to show the full account number.
Beginning Balance	The account balance at the start of the selected time period.
Deposits & Withdrawals	The total of all deposits and withdrawals made during the selected time period
Investment Returns	The total of all investment returns during the selected time period. This includes dividends, interest, and market fluctuation.
Balance	The account balance at the end of the selected time period.

Features in the Accounts Held at LPL section

Click on the Account Name to open the context menu. You can then click “view details”, “Positions”, “Transactions”, or “Statements” to go directly to that information for the selected account.

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