Upgrade to Account View 2.0
LPL Financial has released an upgraded version of Account View (Account View 2.0). The upgraded Account View 2.0 has a modernized dashboard that provides a simple view of your account information plus some new features that might be useful. To help you get a feel for the latest version of Account View, and how it works, here are a few resources:
- Watch the "Account View 2.0" video (3-minutes) by clicking here.
- Read the "Getting Started Guide" by clicking here.
- Take a look at the "Comparison Guide of Account View 1.0 and 2.0" by clicking here.
LPL Financial intends to eventually replace the current version of Account View with Account View 2.0, so to get a jump start, please give us a call so that we can send you an "activation link". The activation email will come from firstname.lastname@example.org and will direct you to complete the profile activation process.
Let us know if you need help!