WealthVision Securities and Advisory Services offered through LPL Financial - A Registered Investment Advisor, Member FINRA SIPC Please refer to the Disclaimer page for limitations and conditions regarding this application
Account View We would like to show you a description here but the site won’t allow us
Accounts Held at LPL Features in the Accounts Held at LPL section Click on the Account Name to open the context menu You can then click “view details”, “Positions”, “Transactions”, or “Statements” to go directly to that information for the selected account Go back Working with the Home Page
Introduction to Account View for Advisors Home > Introduction to Account View for Advisors Introduction to Account View for Advisors Account View is the primary portal for clients of LPL Financial to obtain account information, statements, signup to Go Paperless and gain easy access to WealthVision and Secure Documents
Accounts Held Outside of LPL The Accounts Held Outside of LPL section displays information about each networked outside account in your portfolio Description of each column in the Accounts Held Outside of LPL section:
Viewing Positions for Unrealized Gain Loss - Account View Unrealized Gain Loss displays the details of lots across all LPL accounts in the unrealized gain loss as on a particular date To view the unrealized gain loss of positions,
Main Parts of Account View Main Parts of Account View View main parts of Account View for Clients Description of main parts of Account View
Working with Main Navigation Bar - Account View The main navigation bar is displayed below the Header You can access the details of your accounts, positions, transactions, and statements on different pages Click the: Home tab to display the Home page Accounts tab to display the Accounts page Positions tab to display the Positions page Transactions tab to display the Transactions page Statements tab to display the Statements page Go back
