Client Account Login
Do You Need an Account View Login?
If you do not have an Account View login and would like to access the new site, you are able to create your own account quickly and easily. For detailed instructions, please reference the following link Getting Started Guide
Have Statements Sent Via E-Mail
After you have logged into Account View click Go Green on the right hand side of page. This is the option to have all your statements from LPL Financial sent via e-mail instead of regular mail.
Have Prospectus Sent Via E-Mail
Would you like to decrease the amount of prospectus mail (those famous white books), proxy statements, etc.. you get from your investments? Sign up here to view this information online