Access your Account Online
Account View is the portal you use to securely view the status of your LPL investments and investment account-related documents. Access Tax Documents, Statements, Account Activity, etc.
Step-by-Step Account Registration
A guide to registering for online account access for first time users and a refresher for those with established accounts.
Step-by-Step Paperless Settings
A guide to adjust your paperless settings. We recommend requesting paper Tax Documents.