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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.

First Time Users

Please call 585.339.4475 to speak to a Client Service Representative between 8 a.m.-5 p.m. EST to request your activation link to Account View.

Get Started Video

Steps to Request Account Activation Link and Complete Your Registration

To take advantage of our online services, the first step is to request an account activation link and complete your registration.

Here’s how to do that:

  1. If you are a first time user, please call 585.339.4475 to speak to a Client Service Representative between the hours of 8 a.m.-5 p.m. EST to request your activation link.
  2. Learn more about Account View 2.0:
  3. Sign in to Account View

Features & Benefits

LPL Account View gives you access to the latest information on your investment accounts.

Sign in to 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.

To learn more or to schedule an appointment: