LPL Account View

LPL Account View is a secure finance app for monitoring your LPL investment accounts anytime. See consolidated portfolio balances, holdings, and performance with clear charts and time ranges. Access transaction history, monthly statements, and tax documents in one place. Set personalized alerts and insights to watch cash flows and market moves. Fast, mobile, and advisor-ready, it’s ideal for investors who want a simple, real-time portfolio tracker and client portal.