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LPL Financial Account View

The Account View 2.0 mobile app and desktop portal brings enhanced capabilities, so you can access your information from anywhere, anytime. This allows you to focus on your financial aspirations and how you’re trending toward your goals.

  • Understanding your accounts: Easily view the total portfolio value for all of your accounts at the top of the home page. Monitor individual account balances, deposits and withdrawals, and investment returns.
  • Tracking your accounts: View account performance by time period using the time selector tool.


MoneyGuide Pro

We offer all our clients complementary access to MoneyGuide Pro. If you would like access to this financial planning software or are having trouble logging in, please contact using the form on the right.

What can you do with MoneyGuide Pro?

  • MoneyGuide is designed to help you focus on your retirement goals.
  • MoneyGuide helps address common fears and concerns such as health care costs, outliving your money, and the best time to file for Social Security benefits.
  • Use the tool's confidence meter to help gauge how likely you are to reach your goals and whether you are on track, instead of focusing on headlines.


All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL Financial affiliate, please note LPL Financial makes no representation with respect to such entity.