Account View
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Terms of Service
The Service currently provides an account aggregation function called "Connections" that allows Consumer to view, in a single location on the Consumer Site, consolidated financial information from such accounts that Consumer maintains at various financial institutions as Consumer may designate from time to time (" Outside Accounts ").
WealthVision
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.
Introduction to Account View for Advisors
Home > Introduction to Account View for Advisors Introduction to Account View for Advisors Account View is the primary portal for clients of LPL Financial to obtain account information, statements, signup to Go Paperless and gain easy access to WealthVision and Secure Documents.
Working with the Statements Page - Account View
Working with the Statements Page From the Statements page, you have access to download, when they are available: Monthly Statements Advisory Performance Reports Tax Statements Trade Confirmations You may use the
Accounts Held Outside of LPL
The Accounts Held Outside of LPL section displays information about each networked outside account in your portfolio. Description of each column in the Accounts Held Outside of LPL section:
Viewing Positions for Unrealized Gain/Loss - Account View
Unrealized Gain/Loss displays the details of lots across all LPL accounts in the unrealized gain/loss as on a particular date. To view the unrealized gain/loss of positions,
Accounts Held at LPL
Features in the Accounts Held at LPL section Click on the Account Name to open the context menu. You can then click “view details”, “Positions”, “Transactions”, or “Statements” to go directly to that information for the selected account. Go back Working with the Home Page
Account Summary
Account Summary Download to Quicken Account nickname Account number Financial institution where the account is held Account value Today's change Description of each column in the Account Summary section
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