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Account View on desktops is currently unavailable due to scheduled maintenance. This upgrade is part of our ongoing efforts to enhance the performance, security, and resiliency of our platforms.
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.
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.
From the Home page you can view information related to your account, current market trends and news. The Home page displays: Summary of your accounts. Asset allocation chart. Value over time chart. Business announcements. Financial headlines and market data. Information on Go Green.
Viewing Account Details. You can view account details and the total aggregate balance for all selected accounts. Account details. This section displays the summary of LPL/Non LPL accounts. The information provided for each account is: Nickname Account number Held at Total Value Percent of Portfolio
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.
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: Column Name
From the Home page you can view information related to your account, current market trends and news. The Home page displays: Summary of your acco unts. Asset allocation chart. Value over time chart. Business announcements.
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