Investor Account View
Connection is more important than ever — to your family, friends, and especially your financial information.
You need the right financial technology to make it easier for you, as an investor, to stay connected with us and your information.
The Power of Connection
Account View is a simple and convenient way to connect to your financial accounts, anytime, anywhere. In Account View, you can find detailed information about:
- Your investment portfolio account balances
- Account performance
- Financial goals
- Elect paperless communications
Access your account on the go with the Account View mobile app.
Once you have activated your Account View profile, you can then download the mobile app. To find it search “LPL Account View” on the App Store for iOS and Google Play for Android devices. Next login using your email address and password from when you created your account. You’ll get a text message with a code to register the app the first time you log in.
Learn More About Account View
Get to know Account View
Our brochure dives into more detail about the features, benefits, and your top questions about Account View.
Account View FAQs
Do you have more questions? Read our FAQ brochure to learn more about what Account View can do for you.
Statement Guide
Are you a current Account View member, and need help reading your statements? View this helpful guide.
Opt-In for Paperless
Going paperless is an easy and secure way to access your documents digitally all from Account View.
Account Aggregation
The Account Aggregation feature allows you to view all your accounts within Account View, giving you a holistic view of your entire financial picture. By linking both your investment and banking accounts, we will be better equipped to assist you and gauge progress toward your financial goals.
Transfer Money via ACH Deposits & Mobile Check Deposits
Once linked, you can transfer money from an external bank account to an LPL non-retirement account within Account View. You have no limits to the amount of money you can transfer, and funds are typically available for use in your investment account the following business day. Further, you can deposit checks digitally through the Account View Mobile App!
Beneficiary Updates
You can use your Account View web portal to add, view, and edit beneficiary information for Transfer of Death designations for individual non-retirement accounts, in addition to qualified retirement accounts.
Secure Messaging
Once your Account View is set up, you will have access to a personal folder where both you and Ibello Wealth Management can securely send messages and upload documents