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Account View We would like to show you a description here but the site won’t allow us
Introduction to Account View for Advisors Home > Introduction to Account View for Advisors Introduction to Account View for Advisors Account View is the primary portal for clients of LPL Financial to obtain account information, statements, signup to Go Paperless and gain easy access to WealthVision and Secure Documents As an advisor accessing Account View, you may search for and view your clients’ accounts and their related Account
Accounts Held at LPL Features in the Accounts Held at LPL section Click on the Account Name to open the context menu You can then click “view details”, “Positions”, “Transactions”, or “Statements” to go directly to that information for the selected account Go back Working with the Home Page
Working with Main Navigation Bar - Account View The main navigation bar is displayed below the Header You can access the details of your accounts, positions, transactions, and statements on different pages Click the: Home tab to display the Home page Accounts tab to display the Accounts page Positions tab to display the Positions page Transactions tab to display the Transactions page Statements tab to display the Statements page Go back
Managing Your Settings - Account View Managing Your Settings You can sign-up for electronic statements (also known as Go Paperless) and set your preferences to display account details To set the preferences On the Account View header, click Settings, and choose Go Paperless Alternatively, on the Home page, in the Go Green section, click Sign Up --OR-- On the Statements page, click The system displays the Go Paperless page In
Accounts Held Outside of LPL The Accounts Held Outside of LPL section displays information about each networked outside account in your portfolio Description of each column in the Accounts Held Outside of LPL section:
Viewing Advisory Performance Reports - Account View From the Advisor Performance Reports tab of the Statements page, the available reports are listed, by the last month in each quarter, for the selected account (s) in a particular year