LPL Financial Holdings is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, over $1 trillion in advisory & brokerage assets, and generated approximately $5.9 billion in annual revenue for the 2020 fiscal year. However, the LPL Financial Login portal enables you to keep track of your investment accounts anytime and anywhere with key features including:
- Biometric login available for your security and convenience
- Account balances and position information updated throughout the trading day
- Monitor transaction activity including purchases, sales, deposits, and withdrawals
- View account documents including statements and confirmations
- Tracking tools for monitoring financial goals
Not only that but the LPL Financial Login portal also known as “Account View” gives you online access to your accounts, statements, secure documents, and WealthVision. It is also a great way to get access to financial proposals and advice from your financial professional.
This page contains general information regarding managing your LPL Financial online account. Additionally, it discusses steps you need to take in order to Sign up for Account View for the first time, including when and how to sign in to your online account. This guide will help you understand everything you need to know about how LPL Financial works. So lets get started.
LPL Financial Login Steps
To use the LPL Financial online access, you must sign up for Account View!. If you are a new client and have not Signed up for Account View! kindly go to https://myaccountviewonline.com/login/selfreg to activate your account for online access.
In the next step, you must enter the last 4 digits of your Social Security Number or Tax ID Number, followed by one of your LPL Financial Account Numbers and finally, your Postal or Zip Code. After you have entered all the required information, click Continue.
However, if you already have your LPL Financial account registered for online access that means you can access and manage your account anytime you want. All you need is your unique username and password to access the LPL Financial login portal.
Step 1: Go to the LPL Financial login page: https://myaccountviewonline.com/login/
Step 2: Upon reaching the LPL Financial login page, provide your Username in the blank spaces below” and click on Next”. If the particulars entered are correct you will also be automatically be taken to your account dashboard.
Once logged in, you can view your account summary, Account View online and mobile enables you to keep track of your investment accounts anytime and anywhere with key features including; Biometric login available for your security and convenience, Account balances and position information updated throughout the trading day
However, If you cannot remember your account you can retrieve it. To reset your password, click the Forgot password link in the LOG IN page to retrieve it so that you can access your account again.
How To Contact LPL Financial Customer Support
This independent financial brokerage firm has been ranked No. 1 in 2017 for net customer loyalty among top 24 financial distributor firms. If you want to avail any Client Services Representatives & Trading you can contact 855-575-9656. They are available from 8:30 am ET – 7:30 pm ET, Monday through Friday.
Please make sure to have your account number, user ID, and social security number ready when you call. This ensures security. E-mail Client Services are available and you can email them at email@example.com.
You must call 1-866-578-7011 if you find your email id is hacked and you want to contact the LPL customer service. You can promptly report regarding any money theft from your LPL financial account. If you are a client of an LPL advisor and you are not able to connect with your advisor then you can get the help from LPL associate. In this case please call (800) 558-7567. (8(800