Account Access
LPL AccountView
With Account View, you will have secure and easy access to account information, balances, positions, and transaction history for all your accounts held in custody by LPL Financial. It also provides you with an organized view of your account statements, trade confirmations, and tax documents—with the ability to “Go Paperless” by turning off paper-based statements and confirmations, and to view these documents securely online.
LPL AccountView 2.0
With the new Account View mobile app and desktop portal, you have secure, convenient, anytime, anywhere online access from any device.
Ease
Online Enrollment and Benefits Manager. From on-boarding to compliance, your business and your employees are afforded 24/7 access to their own customized benefits enrollment and management site.