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Login. Account View for Investors. View your account balances, activity, and financial documents. Login to Resource Center. Cybersecurity at LPL. At LPL Financial, security is built into everything we do, and the protection of sensitive information is critical to our company’s continued success.
- SEC Share Class Initiative and Settlement
LPL will also return an additional $1.2 million in interest....
- Advisor Diversity and Inclusion
Disclosures. 1. The full 2023-2024 CEI report is available...
- Lpl Financial Business Solutions
The views and opinions expressed by the LPL Financial...
- Account View for Investors
Account View is a simple and convenient way to connect to...
- Account View
Access your LPL Financial account, view balances,...
- SEC Share Class Initiative and Settlement
Account View is a simple and convenient way to connect to your financial accounts, anytime, anywhere. In Account View, you can find detailed information about: Your investment portfolio account balances. Account performance. Financial goals. Elect paperless communications.
Access your LPL Financial account, view balances, performance, and financial documents with Account View for Investors.
Please enter your username and password. Forgot Password? Are you out of the office? Activating On-the-Go will mask sensitive information.
Welcome to the new ClientWorks login page! Please log in with your existing username and password.
Access Your Account. Here you can access: Past transactions, statements, and tax information for your Waddell & Reed Brokerage and Ivy Investments accounts. New LPL accounts and WealthVision wealth-planning tool. Pershing Account.
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