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2:26
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In this step-by-step tutorial, I’ll walk you through how to register and set up your LPL Financial AccountView online profile. AccountView is the secure client portal where you can view your investment accounts, track performance, access important documents, and stay connected with your advisor. What you’ll learn in this video: How to ...
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Our modern and mobile-friendly Account View 2.0 portal puts advisors in the driver’s seat. From branding and customization features to per-client access and views, our latest tech enhancements are entirely customizable. Christopher Demarest, #LPLAdvisor at Blackbridge Financial, shares why Account View is at the center of his practice: http://ow.ly/xPr150HR6OE #LPLAdvisorShowcase | LPL Financial
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