AccountView

With LPL’s advanced technology, advisors can meet their clients where they are.

AccountView is a technology that gives you access to your financial accounts, statements, secure documents, and view how they are trending towards your goals. It is also a way you can access financial proposals and connect with your financial advisor.

Benefits of AccountView include:

  • Quick enrollment in less than 5 minutes
  • Easy-to-use modern interface
  • Secure, 24-hour online access via web portal or mobile app
  • Integrate information directly into WealthVision
  • Choose which documents to go paperless (i.e. statements, trade confirmations, tax forms)

Watch the AccountView video.

Contact us today to discuss your financial aspirations.

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