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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
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
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:
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Viewing Positions for Unrealized Gain Loss - Account View Unrealized Gain Loss displays the details of lots across all LPL accounts in the unrealized gain loss as on a particular date To view the unrealized gain loss of positions,
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