Skip To Content

Online Services

No question about it. Access to up-to-date information plays a key role in investment success. And keeping you well informed about your accounts is part of our commitment to you.

It’s all there for you, easy to find on your computer, tablet, or smartphone. Up-to-date account balances. The value of your portfolios. And much more. 

  • Features & Benefits

    When you want to access the latest information on your investment accounts, all you have to do is sign in to LPL Account View

    Here’s what you’ll find:

    Home Page
    • Your account summary
    • Asset allocation information
    • The change in value of your accounts over time
    Accounts Tab
    • The up-to-date market value of your portfolio
    • The value of single accounts
    • The total aggregated balance
    • An easy way to switch from your total aggregated balance to single accounts

    You can also create easy-to-remember nicknames that will help you identify your individual accounts.

    Positions Tab
    • The latest information on your individual account positions
    • The ability to view detailed account positions, daily stock price, and mutual fund information
    • The ability to group your accounts by account type, asset classes, and security type
    Transactions Tab
    • The last two years of your transactions
    • You can also download transaction information
    • Filters that help you refine your searches to select specific time frames and transaction types
    Statements Tab
    • Your statements
    • Tax documents
    • Trade confirmations

    You can also choose to go ‘paperless’ on this tab. Then all your documents will be sent to you in electronic form, saving time and lowering the impact on the environment.

     
  • Getting Started
    Create Your Account and Complete Your Registration

    To take advantage of our online services, the first step is to create your account and complete your registration.

    Here’s how to do that:

    1. Select Investments tab from Sign In to Online Banking window on ESL home page.
    2. Click Sign in to Account View.
    3. Click CONTINUE.
    4. Click Sign Up for Account View in First Time User? window.
    5. On the next screen, take the following steps:
      • Enter your Social Security or Tax ID Number, any of your ESL Investment Services Account Numbers, and your Zip (or Postal) Code.
      • Select your Username. To use your email address as your Username, click Use Email as Username.
      • Make sure your Username is unique in our system by clicking Test Availability.
      • Select either email or your mobile phone as your preferred contact method.
      • In the Manage Accounts section, enter your Account Number and Zip (or Postal) Code.
      • Click Add Account to link your account with your profile.
      • Enter the characters you see arranged in the picture in the appropriate field.
    6. Click Proceed. Your profile details will be displayed.
    7. Click Confirm to verify your profile details. To return to the previous page, click Cancel.

    Watch for the message that confirms your Account View Profile has been successfully created and that an email with an Activation Link has been sent to the email address included in your profile. Check your email for the message with the Activation Link so you can complete the registration process and activate your log in.

    Activate Your Account View Profile

    Once you receive your Activation Link, you’re ready to activate your Account View Profile by doing the following:

    1. Click Activation Link in your email message. The system will automatically display Verify Account Information page.
    2. Enter your Account Number in the appropriate field.
    3. Enter your Social Security or Tax ID Number in the appropriate field.
    4. Click Continue.
    Choose Your Personal Security Image and Password

    Once the information you have entered is validated, the system will allow you to protect your information with a Personal Security Image and password.

    1. Follow the directions to select your Personal Security Image and choose your password.
    2. Click Submit.

    Once you’ve completed the registration and activation process, you will be able to access all the information available to you through your LPL Account View home page.

    We look forward to helping you access your account information, track the performance of your investments, and make progress toward your financial goals.

     
To learn more or to schedule an appointment: