Broker Check

Your Accounts

Click Here to Access LPL Account View

Highlights of your Account View

Account Summaries - the ability to switch easily between accounts, view aggregate of all account balances, funds, holdings and transactions.

Transaction Detail – view dividends, money market activity, filter and sort your transactions and see multiple views of your account holdings, asset allocation and combined holdings summary.

Market Data Research – explore interactive research tools for stock performance tracking, tip sheets and related news articles. Research total return, risk, holdings for your investments.

You may want to take a look at our LPL Account View for an orientation or refresher. You might also find it useful to spend some time with our Guide to your Monthly Statements