The New Account View

Alissa Harris |


Your financial portal, Account View, is now available as a mobile app, so you can access your portfolio information on the go. The new mobile app and updated desktop portal builds on the functionality in the legacy version you’re familiar with, but includes enhanced features, such as detailed information on your goals and new profile customization options.

Getting Started with the App

The new Account View and mobile app are set up on a different system than the legacy version, which will allow us to add more robust features over time. To access the new system:

  1. Follow the steps in an email you’ll receive from, directing you to complete the profile process (your username is your email address).
  2. Once completed, go to the new Account View URL to view the enhanced version:
  3. After you’re set up in the new system, you can download the mobile app in the Apple Store or Google Play Store by searching for “LPL Account View.”

Check out our video for an overview of the new app and its enhanced features.

Watch the New Account View video 

Feel free to call us if you need more information or would like help completing the profile process.