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Frequently Asked Questions

How do I access my LPL account?

While you can access your LPL financial login for Account View from a desktop, mobile phone, or tablet, you will need a desktop computer in order to sign up for an account. You will need to begin verifying your information for the LPL Account View login by entering your social security number or tax ID number and any one of your account numbers.

How do you login to Account View?

To find it search “LPL Account View” on the App Store for iOS and Google Play for Android devices. Next login using your email address and password from when you created your account. You’ll get a text message with a code to register the app the first time you log in.

What information can you access through Account View?

Account View is a safe and secure way to view balances, review transactions, and see your financial progress. Account View gives you online access to your accounts, statements, secure documents, and WealthVision. It is also a great way to get access to financial proposals and advice from your financial professional.

How do I find the Account View mobile app?

To find it search “LPL Account View” on the App Store for iOS and Google Play for Android devices. Next login using your email address and password from when you created your account. You’ll get a text message with a code to register the app the first time you log in.


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