Client Account Access

Provide your clients access to transparent insights into their financial information, goals and more from one central location, accessible 24/7 from any device.

LPL's Advanced Technology

Meet Clients Where They Are

Account View is a technology that gives clients access to their financial accounts, statements, secure documents, and view how they are trending towards their goals. It is also a way clients can access financial proposals and connect with their financial advisor.

Easy Access

Your Clients Enjoy Security, Connectivity & Convenience

Here’s what LPL’s client technology can provide to your clients:

  • Quick enrollment in less than 5 minutes
  • Easy-to-use modern interface
  • Secure, 24-hour online access via a web portal or mobile app
  • Integrate information directly into WealthVisionSM
  • Choose which documents to go paperless (i.e. statements, trade confirmations, tax forms)

Design your clients’ experience with your branding and other customization options.

Here’s what this client technology can provide to you and your practice. You can:

  • Personalize LPL’s Account View with your brand and contact information
  • Establish your website as a primary resource to your clients for investment information and services
  • Reduce calls to your office for simple requests that they can do on their own now
woman on laptop with mobile device in hand using stock app

LPL’s ClientWorks

Run your business more efficiently from a single location with LPL ClientWorks, our comprehensive advisor platform.

 

Discover ClientWorks

White Papers

Review these white papers for strategies you can use to more effectively guide your clients and build your practice.

 

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Your Recruiter

A dedicated team is ready to help you find your fit at LPL. Our representatives have broad experience and specific knowledge of LPL opportunities.

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Disclosures

For Financial Professional Use Only.