LPL AccountView
A user-friendly online platform designed to give you secure, real-time access to your financial accounts.
DESKTOP VERSION & MOBILE APP AVAILABLE
Key Features
Real-Time Account Information
View your account balances, holdings, paperless settings, beneficiaries and transaction history.
Performance Tracking
Monitor the performance of your investments with up-to-date data and detailed performance reports.
Document Access
Easily access and download important financial documents, including statements, trade confirmations, and tax documents.
Money Movement
Easily transfer funds from an external bank account to an LPL non-retirement account with just a few clicks.
Mobile Check Deposit
Deposit checks directly into your account using the mobile app, providing a convenient way to manage your finances on the go.
Black Diamond
A comprehensive overview of your financial portfolio, helping you stay informed and in control of your investments.
DESKTOP VERSION & MOBILE APP AVAILABLE
Key Features
Comprehensive Portfolio Overview
Access a complete view of your investments, including detailed performance reports and asset allocation.
Performance Reporting
Stay informed with updates on your portfolio's performance and market movements.
Customizable Dashboards
Tailor your dashboard to highlight the information that matters most to you, providing quick access to key metrics and reports.
Financial Reporting
Generate in-depth financial reports that provide a clear picture of your financial health and progress towards your goals.
eMoney
A detailed and interactive view of your entire financial planning picture, helping you plan and achieve your financial goals with confidence.
DESKTOP VERSION AVAILABLE
Key Features
Financial Planning Overview
See a detailed view of all your financial accounts, including assets, liabilities, income, and expenses, in one place.
Interactive Planning Tools
Create and visualize various financial scenarios, helping you understand the impact of different decisions on your financial future.
Goal Tracking
Set and monitor progress towards your financial goals, such as retirement, education funding, and major purchases.
Budgeting and Cash Flow Management
Track your spending and manage your cash flow to ensure you stay on top of your financial plan.
Secure Document Storage
Store and organize important financial documents securely within the platform.
Collaborative Features
Work directly with your wealth management team within the platform, allowing for efficient communication and updates to your financial plan.
