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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.
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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
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.
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.
Main features of Account View. View and print account related information, including positions, transactions, and statements. Export account information to Microsoft Excel, CSV, or Quicken files. Subscribe to electronic statements. Obtain electronic statements. View the market value of holdings. View the Asset Allocation chart and Value Over ...
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 ... Accounts Summary. Accounts Held at LPL. Accounts Held Outside of LPL. Working with the Asset Allocation Chart. Working with the Value Over Time Chart. About Go Green. Announcements. Viewing ...
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.
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