Broker Check

Go Digital with Account View and eDelivery

Secure financial account access, anytime, anywhere on any device. 

  • Easily view the total portfolio value for all of your LPL accounts
  • Monitor individual account balances, deposits, and withdrawals and investment returns
  • Receive statements, tax documents, and trade confirmations electronically with eDelivery

Getting Started

Visit and click Sign Up for Account View. You will need to have your LPL account number handy. After you complete your profile, you will receive an email confirmation to the email address that you provided.

Going Paperless  

After you have activated your LPL Account View you will be able to select Paperless Settings under Documents and Statements. You may elect to Go Paperless for the following types of documents:

  • Brokerage statements
  • Trade confirmations
  • Prospectuses/Proxies

If you have accounts outside of LPL, you can go to the fund company's website to sign up for electronic delivery with them separately. Let us know if you need assistance with this process.