Go Paperless!

​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.

 

Account View

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

     is available)

​  > Quickly reference the consolidated overview of your investment 

     accounts

  > 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.

 

Eben's vCard

eben@berrywealth.com
Phone: (503) 546-3200
FAX: (503) 546-3205

Visit
10151 SE Sunnyside RoadSuite 499

Clackamas, OR 97015

Call

T: 503-546-3200
F: 503-546-3205

 

Contact

ed@berrywealth.com

© 2012. Securities and Investment Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. Berry Wealth Strategies is separate from LPL Financial and is not a broker dealer. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, HI, ID, KS, MD, MO, NV, OR, PA, TX, UT, WA.