安裝中文字典英文字典辭典工具!
安裝中文字典英文字典辭典工具!
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- Account View
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- WealthVision
Securities and Advisory Services offered through LPL Financial - A Registered Investment Advisor, Member FINRA SIPC Please refer to the Disclaimer page for limitations and conditions regarding this application
- 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 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
- 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 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,
- Viewing Market Data - Account View
You can view market data for selected market indices for a variety of time periods
- Working with the Value Over Time Chart - Account View
Home > Account View Overview > Working with the Accounts Page > Working with the Value Over Time Chart Working with the Value Over Time Chart The Value Over Time chart is a graph of the performance of the portfolio and net investment (net of deposit and withdrawal) value over a time period Value Over Time chart components Horizontal axis – Time, as MM DD YY Vertical axis – Portfolio value
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