Account Access

Client help line for LPL Account View and Wealthvision: (800) 558-7567

With LPL Account View, you will have secure and easy access to account information, balances, positions, and transaction history for all your accounts held in custody by LPL Financial.

It also provides you with an organized view of your account statements, trade confirmations, and tax documents—with the ability to “Go Paperless” by turning off paper-based statements and confirmations, and to view these documents securely online.

With Wealthvision, we use a secure state-of-the-art technology platform to aggregate all of your financial data and give you a true 360-view of your finances in real time.  Access the secure online vault to store your legal and other important documents. Work with us to set budgets and create a plan for your personal goals.

For an overview of the new features of the site, watch the new Account View 2.0 video