LPL Account View Login | Access & Manage Your Account

Are you looking for ways to access the LPL Financial account view login page? You are in the right place. The LPL Financial account view login is available for investors to access their accounts and manage their finances, investment, or budget in one place.


LPL Account View Login

In this article, you’ll find information on how to access your LPL Financial client login where you can create and manage your investment. You can access the account view login 24 hours a day, seven days a week to manage your account. The portal is secure, confidential, and easy to use.



About LPL Financial

Founded in 1989, LPL Financial Holdings, Inc. commonly known as LPL Financial is one of the largest independent broker-dealers in the United States.

What is Account View?

Account View gives you online access to your accounts, statements, secure documents, and WealthVision. It is also a great way to get access to financial proposals and advice from your financial professional.

Benefits of LPL Financial Account View

The LPL Financial account view is beneficial to LPL Financial investors who need a login and manage their accounts online. Below are some of the well-known benefits of the account login.

  • Access your accounts
  • Access key information
  • Track your portfolio
  • View your account balance
  • Access to financial proposals and advice from a financial professional
  • Download account and tax documents
  • Download your account statements and more.

How to Access LPL Account View Login

To manage your account online, you need to first of all access the LPL account view login page. Follow the procedures outlined below to get started.

How to Access LPL Account View With Mobile App

You can also manage your investment with the LPL Account View on a mobile app. Follow the procedures outlined below to get started.

  • Visit the Apple Store or Google Play to download the LPL Account View app.
  • Install and open the app on your iOS or Android.
  • Provide your User ID and Password.
  • Click on the “Log in” button to access your account.

How To Retrieve a Forgotten Password or User ID

You can access your account even if you’ve lost, misplaced, or forgotten your username or password.

  • Visit the LPL Account View Login:
  • Click on “Forgot Login ID or password”
  • Provide your Username
  • Click “Continue” to retrieve and reset your password.

How to Register An Account with LPL Account View

To get started with an LPL account view, you need to create an account. Follow the procedures outlined below to register your account.

  • Visit the LPL account view registration page.
  • Enter your email, phone number, and the last four digits of your SSN.
  • After that, click on “Continue”
  • Confirm your identity, create your credentials and choose your login security preferences.

How to View Your LPL Account View Statement

You can view your account statements on the LPL account view portal. To get started, follow the procedures outlined below.

  1. Log in to the LPL Account View Login Portal
  2. On the dropdown menu, select “Account Summary”

LPL Customer Service Phone Number

If you need online support, you can contact the LPL Customer Service Center by phone at (800) 877-7210.


Similar Posts

Leave a Reply

Your email address will not be published. Required fields are marked *