Go Paperless!

​If you would like to reduce mail from LPL Financial and receive your monthly account statements and quarterly advisory reports though email, you can do so with Account View.

After you log in to Account View, click on the GO PAPERLESS heading at the top of the screen or on PAPER OPTIONS under the STATEMENTS TAB. 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

Please note that the recommended browser for viewing your accounts online is Internet Explorer.

Having Login Issues?

If you are using the Mozilla Firefox browser you may notice that information is misaligned. If you are using the Safari browser, the client portal will not function properly. We advise Macintosh users to download Mozilla Firefox. Note that Macintosh users who access client portal via Mozilla Firefox will have the best success using the latest version. For optimal use, please access through the Internet Explorer browser.

To download the latest version of Mozilla Firefox, click HERE. 


Mobile Device Options
There is currently no mobile website for Account View. However, there will be a new version of Account View coming mid 2013. The new version will work across all platforms and mobile devices including Safari and iPad/iPhone users.  

If you have any technical questions or need assistance through this process, please call or email 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.