Broker Check

Account Access


Account View is your secure, 24-hour online access to your investment account information, which can be access from a computer, smartphone or tablet.


Features that you might find beneficial:


  • Account summaries
    • Ability to switch easily between accounts
    • View aggregate of all account balances, funds, holdings and transactions
  • Transaction detail
    • View dividends and  money market activity
    • Filter and sort transaction detail
  • Graphical portfolio views
    • Ability to see multiple views of your account holdings, asset allocation and combined holdings summary
  • Market data Research
  • Explore interactive research tools for stock performance tracking, tip sheets, and related news articles
  • Research total return, risk, holdings for your investments.


To set up Account View for your accounts, follow these steps:


Step 1: The one-time verification must be done on a desktop computer, not your mobile device. Once you have completed the verification, you can begin accessing your Account View profile from your mobile devise.  Start by going to:


Step 2: You will be asked for the last four digits of your social security number, a valid LPL account number and the postal zip code to which your account is registered.


Step 3: You will receive an e-mail verification from
Adding this address to your contacts will ensure receipt of verification message.


Step 4: Click the link in the e-mail and follow the prompts. You will need a valid LPL account number to verify your identity. 


Step 5: Update your profile information, choose a new password, select a security image and review your listed account(s). To add an additional account select, enter the Account Number and Nickname to refer to the account.


If you are unable to add an account to your profile, please contact us directly.


If you would like to eliminate mailings and access your account statements and trade confirmation online, select “Go Paperless”. Click here for further instructions. 


To view these instructions in PDF format, click here.  


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.