Secure Financial Account Access
Say goodbye to snail mail, clutter and information that’s outdated the moment it’s printed and say hello to secure, convenient, anytime, anywhere online access to your financial information with LPL AccountView and eDelivery.
AccountView provides you with full access to your portfolio, account, position, transaction, and statement information. It makes it simple for you to keep track of your assets. Recent enhancements made it possible to now upload documents to iDoc directly through AccountView. Now, if you have information to share with us for planning, such as tax statements, bank statements, copies of outside insurance, etc.—you can quickly upload the documents, and we can review them right away.