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Your Investment Account

Track your investments with the click of a mouse with LPL Account View.

 
 

Registered Members

Sign in to LPL Account View to access your investment account online.

New to LPL Account View?

With the free Account View service you can:

  • Access your investment information 24 hours a day, 7 days a week1
  • Review account activity including balances, summaries, positions, portfolio views, and transaction details2
  • Sort and filter data to customize your view
  • Get stock quotes
  • Update your personal profile

To sign up, you will need your LPL account number(s), the primary social security number or tax ID for each account, and an email address.

Sign up today  |  View demo

 

Terms & Conditions

1 In order to view your investments, the appropriate new account documentation must be completed for LPL. Contact your financial advisor for additional information.
 

2 Insurance and fixed annuity information will not display in LPL Account View.
 

Securities, insurance products, asset management, and financial planning and services offered through LPL Financial and its affiliates, are not NCUA/NCUSIF insured, are not credit union guaranteed, and may lose value. Representatives are employees of North Island Credit Union and licensed through LPL. LPL Financial Member FINRA/SIPC. North Island Credit Union CA license #0719223.