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Securities and Advisory Services offered through LPL Financial - A Registered Investment. Advisor, Member FINRA / SIPC. Please refer to the Disclaimer page for limitations and. conditions regarding this application.
Account View on desktops is currently unavailable due to scheduled maintenance. This upgrade is part of our ongoing efforts to enhance the performance, security, and resiliency of our platforms.
Securities and Advisory Services offered through LPL Financial - A Registered Investment. Advisor, Member FINRA / SIPC. Please refer to the Disclaimer page for limitations and.
Working with the Home Page. From the Home page you can view information related to your account, current market trends and news. The Home page displays: Summary of your accounts. Asset allocation chart. Value over time chart.
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Account details. This section displays the summary of LPL/Non LPL accounts. The information provided for each account is: Nickname. Account number. Held at. Total Value. Percent of Portfolio. To view more details about an account, click to expand an account name.
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From the Home page you can view information related to your account, current market trends and news. The Home page displays: Summary of your acco unts. Asset allocation chart. Value over time chart. Business announcements.
The Account Summary section displays information about each account in your portfolio. You may also download transaction data in Quicken format using the Download to Quicken button, including: Account nickname. Account number. Financial institution where the account is held. Account value. Today's change.
Viewing Tax Statements. From the Tax Statements tab of the Statements page, the available tax statements are listed, by statement date, for the selected account (s) in a particular year.