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:
- Select Investments tab from Sign In to Online Banking window on ESL home page.
- Click Sign in to Account View.
- Click CONTINUE.
- Click Sign Up for Account View in First Time User? window.
- 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.
- Click Proceed. Your profile details will be displayed.
- 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:
- Click Activation Link in your email message. The system will automatically display Verify Account Information page.
- Enter your Account Number in the appropriate field.
- Enter your Social Security or Tax ID Number in the appropriate field.
- 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.
- Follow the directions to select your Personal Security Image and choose your password.
- 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.