Investments | LPL Financial Investor Focused Solutions

DIGITAL TOOLS:PROVIDING EASY SECURE ACCESS

LPL Investor Focused Solutions provides you with sound financial advice and an outstanding client experience by helping you understand and evaluate where you are in your financial journey—the first step in taking action toward your goals. Here are ways we leverage technology to improve your experience, providing access to your portfolio information, cash flow, financial plan, and important documents.

Account View: Account View is a simple and convenient way to access your financial accounts, anytime, anywhere. In Account View, you can find detailed information about your investment portfolio account balances, account performance, financial goals, and even elect paperless communications. It’s also a way to access financial proposals and connect with our team. With a modernized dashboard, you get a simple view of your account information so you can see everything in one easy-to-understand view. Connectivity and convenience—that’s what the Account View experience delivers. Account View is available for desktop and as a downloadable app for your phone.

Need to enroll in Account View: Visit MyAccountViewOnline.com. If you have any questions you are welcome to call our team at 855-575-9293, Monday - Friday, 9:00 a.m. – 6:00 p.m., ET.

Once you have established your account, you can download the mobile app, so that you have access at any time.

To download the app visit the Google Play Store or Apple App Store

DocuSign: DocuSign is a fast, easy, and secure technology that captures and shares sensitive documents digitally. We can send documents for you to sign at your convenience. Use DocuSign on your desktop or on your smart device. Once signed, DocuSign automatically sends you a final copy for your records.

Goal Planning: Powered by LPL’s proprietary technology, Client Goals, our team offers comprehensive financial planning to understand your entire financial picture, provide a holistic look at your portfolio, and make appropriate recommendations for your unique situation.

Reporting: Evaluating the performance of your investments is a critical part of managing and monitoring your assets over time. Use our reporting tools to provide you with transparency into your portfolio while tracking progress toward your goals.Our team uses reporting tools to review asset performance and make recommendations to help you on your financial journey.