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We are excited to provide you with the ability to get timely and accurate information about your investment account on your schedule and at your fingertips. With the new Account View mobile app and desktop portal, you have secure, convenient, anytime, anywhere online access from any device. You can access the new Account View through the 'Account Access' tab and select 'LPL Accounts 2.0 (new)'.

We already created your profile in the new Account View; your username is your email address. You will receive an email from directing you to complete the profile activation process. If you need assistance with setting it up, CLICK HERE to watch a video break down.

Benefits of the new Account View App:

  • Provides greater insight into your needs through a high-quality, tech-forward experience.
  • Recommendations that allow you to focus on certain goals vs. market changes.
  • Quicker access to the information you need, on your preferred device.

Please feel free to call our office for more information or if you need assistance completing the profile activation process.

As always, thank you for your business.