We are excited to provide you with the ability to get timely and accurate information about your investment account on your schedule and at your fingertips. With the new Account View mobile app and desktop portal, you have secure, convenient, anytime, anywhere online access from any device.
If you are interested in the new Account view and mobile app email us your request at email@example.com or call the office. We will create your profile and send you an activation link, which takes about 24hrs to arrive. You will receive an email from firstname.lastname@example.org directing you to complete the profile activation process.
Account View website - myaccountviewonline.com
Account View 2.0 Getting Started Guide - AV-HowtoGuide
Watch Account View 2.0 Video - Click Here
Install the LPL Account View App
Apple App Store
Google Play Store
Click on the link below to register yourself for the new Account View 2.0.
Please be sure to use the email and phone number provided to your financial advisor. If you need to update your contact information please contact the office at 805-267-1226