Get the Account View App

Did you know about the new Account View app for mobile devices?

By upgrading to Account View 2.0 and downloading LPL Financial's free Account View app on your mobile device, you can easily check your account investments on the go.

Why upgrade to Account View 2.0?

Click here to compare Account View 1.0 and Account View 2.0.
Mobile device app
Go paperless
Improved security
Self service beneficiary updates
Faster transactions and positions data
Control who has access to your Account View
Self service check deposit and ACH deposit

How to upgrade to Account View 2.0 and add mobile app:

Send us an email (wwm@woodlakewealth.com) or call (720-206-1530) and ask us to send you an activation link to upgrade to Account View 2.0.
Once you receive the email containing your Account View 2.0 activation link, follow prompts to setup your account.
Open your app store ( Google or Apple ) on your mobile device and download the Account View app.