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Save time with Account View self-service features!

We want to let you know that you have access to many self-service features within Account View 2.0. These features offer you the convenience of managing your account anytime-anywhere to help you save time.


What self-service features are available?

  • Account aggregation: This feature allows you to link and view all your accounts within Account View, giving you a holistic view of your entire financial picture.
  • Authorized user access updates: You have the option to grant access to additional users, such as family members or your accountant, and allow those trusted individuals to view and/or download financial information from your Account View profile.
  • Beneficiary updates: View, edit and add beneficiary information for Transfer of Death designations for individual non-retirement accounts, in addition to qualified retirement accounts. Not available for 401k, Coverdell and joint non-retirement accounts.
  • Mobile check deposit: Securely deposit checks digitally to non-retirement accounts held at LPL Financial through the Account View Mobile App.
  • Transfer Money via ACH deposits: Transfer money from an external bank account to an LPL non-retirement account within Account View. Member FINRA/SIPC You have no limits to the amount of money you can transfer and funds are typically available for use in your investment account the following business day. 

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