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)