10055 Slater Avenue,
Secure Financial Account Access.
Anytime, Anywhere, on Any Device
The Account View 2.0 mobile app and desktop portal bringsenhanced capabilities, so you can access your information fromanywhere, anytime. This allows you to focus on your financialaspirations and how you’re trending toward your goals.
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.
The Account Aggregation feature allows you to view all your accounts within Account View, giving you a holistic view of your entire financial picture
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.