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 LPL 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.
Terms & Conditions
1 In order to view your investments, the appropriate new account documentation must be completed for LPL. Contact your LPL Financial Advisor for additional information.
2 Insurance and fixed annuity information will not display in LPL Account View.
Securities, investments, advisory services, and select Insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC and a SEC Registered Investment Advisor. North Island Credit Union and the Investment Department at North Island Credit Union are not registered broker dealers, nor are they affiliated with LPL Financial. Representatives are employees of North Island Credit Union and registered through LPL Financial. North Island Credit Union CA Insurance license #0719223.
| Not NCUA Insured | No Credit Union Guarantee | May Lose Value |
The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arkansas, Arizona, California, Colorado, Florida, Hawaii, Indiana, Missouri, New Jersey, New Mexico, Nevada, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Wisconsin.
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