Account View 2.0 - Resources

Overview and How to Get Started

Secure Financial Account Access.

Anytime, Anywhere, on Any Device

Get To Know Account View 2.0

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.

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Designate Beneficiaries

A beneficiary is a person or entity named as the recipient of the Individual Retirement Account (IRA) or Qualified Retirement Plan (QRP) assets upon the participant’s death.

How-To Guide

Account Aggregation

The Account Aggregation feature allows you to view all your accounts within Account View, giving you a holistic view of your entire financial picture

How-To Guide

Mobile Check Deposit

What is mobile check deposit?
It’s as easy as it sounds – it’s a way to deposit checks into your LPL non-retirement account by using your smartphone’s camera.

How-To Guide