Soon you will have access to an upgraded version of Account View, which makes it easy to view and track your investment accounts.
You’ll be able to stay connected with your investments and access your information. In addition, this upgrade unlocks access to the Account View mobile app, available on both iPhone and Android, so you can view your information—from anywhere, anytime.
The new, modernized dashboard provides a simple view of your account information so you can see everything from one easy-to-understand location. Plus, you’ll get access to new self-service features, including beneficiary information updates, mobile check-deposit, paperless delivery option selection, and more.
We are in the process of upgrading your profile to the new version of Account View, and you will receive an email from statements.myaccountviewonline@lpl.com directing you to complete the profile activation process.
We’ve put together a couple resources to help you get a feel for this new technology and learn more about how it works.
Watch the Account View Overview Video (3-minute)
Account View Investor Overview Video (vidyard.com)
Please feel free to call our office for more information or if you need assistance completing the profile activation process.
As always, thank you for your business...