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415.256.8970

1701 Novato Blvd
Suite 304
Novato, CA 94947
email: [email protected]

LPL Account View

 

With LPL Account View, you have easy online access to current account and portfolio information, statements and trade confirmations.  LPL Account View offers portfolio accessibility anytime plus the option to participate in an environmentally friendly alternative to paper statements and trade confirmations.  This secure site is easily retireved through our firm's website and provided as a service to you at no cost.

Access LPL Account View through the following link: Account Login

You can also receive prospectuses for certain products electronically. For more information on how to recieve your prospectuses electronically click here.

Please contact our office for further assistance on how to access your account and Go Green!

Thank You!


LPL Financial is the broker/dealer of record that services your investment account. For more information about LPL Financial, please visit our website, www.lpl.com