Skip to main content
Connect to Your Account    

  • Home
  • About
    • Process and Experience
    • Our Team
    • Values and Mission
    • About LPL Financial
  • Services
    • Individuals and Families
    • Business Owners/ Corporations
    • Financial Planning
    • Cash Flow Planning
    • Wealth Management
    • Retirement & Longevity Planning
    • Insurance Planning
    • Education Funding
    • Estate Planning
    • Business Financial Services
    • Employee Benefits Review
  • Resources
    • AKFG Quarter in Review
    • LPL Research Current Market News
    • Account View
    • Total Financial Picture Checklist
  • Join Our Team
    • The AK Network
    • The Value of Association
    • AKFG Advisor Network
    • Why LPL Financial
  • Become a Client
    • Get Started
    • The AK Advantage
  • Guided Wealth Portfolios
    • About GWP
    • Get Started
  • Let's Connect
  • MoneyGuidePro®
  • Weekly Insights

Go Digital with LPL AccountView
and eDelivery

    You are here

  1. Home
  2. Resources
  3. Account View

Account View

­­­­­­­­­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Say goodbye to snail mail, clutter and information that’s outdated the moment it’s printed and say hello to secure, convenient, anytime, anywhere online access to your financial information with LPL AccountView and eDelivery.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. 

 

 

MobileDevices_big_2-revised.png

Get Started 

With AccountView, in just five minutes or less, you can go digital by electing e-Delivery in AccountView. Get started by clicking below or visit www.myaccountviewonline.com and click Sign Up For AccountView.com

Sign Up  Already a Member? 

 

Albridge Accounts 

Log-in to access your current account holdings, transactions, and consolidated statements via Albridge Solutions' secure network. You are invited to take advantage of this convenient resource from anywhere in the world on our secure website.

Sign Up  Already a Member? 

 

Whatever you choose to do in life,
we can help you accomplish it.

Find out what makes us so confident about your financial future.
Let's Talk

6 Venture, Suite 390
Irvine, CA 92618
(949) 788-7700 phone
(800) 828-2341 toll-free
(949) 788-7710 fax

Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and AK Financial Group are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, GA, IA, ID, IL, KY, MA, MD, MI, MN, NC, NM, NV, NY, OK, OR, RI, SC, TX, UT, VA, WA, WI.

Andrew C. Karlinski, CFP® / CA, CO / AK Financial Group / CA Insurance #0748153.

 

 

© 2023 AK Financial Group. All rights reserved.

Website Design For Financial Services Professionals