Account View

View your brokerage and advisory account information anytime, anywhere via the LPL Financial Account View

LPL Financial Account View is an easy and effective way to view your account information online – at no cost to you. To sign up, just visit the LPL Financial website, click on the Account View icon and follow the simple step-by-step instructions. Within a few days, you will receive a welcome letter with your activation code and instructions. Once LPL Financial Account View is activated, you can access:

  • Statements
    Eliminate the mailing of paper statements and view your monthly LPL Financial Statements and/or Advisory Performance Reports online.
  • Account balances and summaries
    Switch easily between accounts and view aggregate of all account balances, funds available, holdings and transactions.
  • Positions and portfolio views
    See multiple views of your account holdings, including today’s intra-day delayed prices and stock and mutual fund fundamentals.
  • Transaction detail
    Access account transaction details, including dividends, reinvestments and checking and debit card activity.
  • Quicken Data Downloads
    Easily download your account information into your personal Quicken program with the click of a button.

In addition to LPL Financial Account View, be sure to take advantage of the comprehensive range of financials tools on our website, including:

  • Market data
  • Interactive investment calculators
  • Monthly newsletter delivered via e-mail
  • Links to other websites of interest
  • And much more

Mission City Investment Services

1395 Franklin Street
Santa Clara, CA 95050

P: (408) 244-5818 opt. 7

F: (408) 244-9390

cdavis@missioncityinvest.org