Once your account is set up, you should go online and setup your credentials to login to your account.
Goto LPL’s online portal to view your account at www.myaccountviewonline.com. Accessed from a computer, tablet or smartphone, MyAccountViewOnline is your secure, convenient, 24-hour online access to your investment account information.
The website experience is mobile ready! On MyAccountViewOnline you can:
- View your account balance
- View the transactions that have occurred in your account
- Download your statements in .pdf
- Turn off your paper statements
- Download account information into Quicken
- And much more
Getting Started - You will need to register for the new website and go through a one-time verification process. From your desktop computer, go to www.myaccountviewonline.com and select Sign up for Account View on the login page. For detailed instructions, review the attached Getting Started document which should assist you.
For an overview of the site, watch the above MyAccountViewOnline video. And of course feel free to call us at (650) 353-4702 for assistance.
AccountView Overview: MyAccountViewOnline.pdf
AccountView Getting Started: MyAccountViewOnline-GettingStarted.pdf