New to LPL Financial? This informational seminar will walk you through your new Account View Online Access. Our special guest host, Ryan May, AVP - Business Development - LPL Financial, will walk you through how to establish your online access, how to navigate the portal and so much more!
There will be plenty of time at the end of the session so please bring your questions!
What is Account View?
With the convenience and security of Account View 2.0, you can access your most up-to-date account information from your desktop, mobile phone, or tablet with just the click of a button or tap of a finger
How do I get started with Account View 2.0?
If your advisor is creating your Account View 2.0 account, then you will receive an email invite to register for Account View 2.0. Once you click on the link to start the activation process, you will be asked to enter the last four digits of your SSN and your email address that we have on file. The first time that you login we will send you a one-time passcode to your mobile phone number to verify your identity.
A note about security:
LPL takes seriously the security and privacy of your information. Safeguarding data is our primary focus in the conception, design, and implementation of our platforms for you, like in Account View 2.0. Security is an evolving journey, and as cybercriminals change their tactics, we adapt and accelerate to stay one step ahead to protect you.
Can I see all the accounts for my household in Account View?
Yes. While each Account View profile provides access to the account for a single person by default, your financial professional can provide access to additional accounts held by members of your household.
Date and Time
Thu, Apr 21, 2022
4:00p - 5:00p MST