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Account View Instructions

For first time users, here are a few things to keep in mind:

  • You can access Account View your desktop computer.  (If you want the mobile app contact us to send you the new activation link and click here to learn more)
  • 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 User Guide

Account View Brochure 


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  • It’s continually updated, unlike the traditional paper statement that’s outdated the moment it’s printed.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So say goodbye to snail mail, clutter and outdated information.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.

Click Here For Instructions To Minimize Paper Prospectuses