If you would like to reduce mail from LPL Financial and receive your monthly account statements and quarterly advisory reports through email, you can do so with Account View.
After you log in to Account View, click on the GO PAPERLESS heading on the right side of the home screen. From here, you can decide what reports you want emailed and where.
With LPL Account View, you have easy online access to current account and portfolio information, statements and trade confirmations.
> View a summary of your accounts (a full 90 days of account activity
> Quickly reference the consolidated overview of your investment
> Access interactive market trend information with current values
> Print or export information from any area within LPL Account View
> Download account data into Quicken
This secure site is provided as a service to you at no cost
Mobile Device Options
The LPL Financial Mobile App can be downloaded for Apple and Android from their respective marketplaces. Please follow the instructions on this brochure.
Having Login Issues?
If you are having issues outside of username and password problems, please try downloading the latest version of your browser. If the issue persists, you have any other technical questions or you need assistance through this process, please contact Eben Eubanks.
Phone: (503) 546-3200
FAX: (503) 546-3205