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Account View Instructions

Getting Started with Account View - This User Guide will walk you through how to create a profile in Account View. Here are a few things to keep in mind:

  • The first time you access Account View and going forward, you can do so on your desktop computer, tablet, or mobile device (either iOS or Android).
  • You will need to have your email open in order to retrieve a verification message that will be sent from  Adding to your contacts or address book will ensure receipt of the verification message.
  • Have one of your LPL Financial account numbers on hand, as it will be required to validate your identity.

Account View Brochure - Highlights the great features of the new site along with useful training for all clients.


There are many benefits of Account View and e-Delivery, detailed below:

  • It provides accurate information about your investments—at your fingertips.
  • Secure online access and electronic delivery of statements help protect you from the possibility of mail fraud and identity theft.
  • It’s continually updated, unlike the traditional paper statement that’s outdated the moment it’s printed. A simple interface allows easy navigation through accounts, positions, transactions and statements; and provides an intuitive, clear experience.

So say goodbye to snail mail, clutter and outdated information. Sign up for Account View now, and elect e-Delivery—it’s easy.

For security purposes, statements are not sent via e-mail. You’ll only be notified by e-mail that your statement is ready to be viewed on LPL Account View. 

When you go on LPL Account View and click on the “Go Green” box, it will show if you’ve signed up or not.

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