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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 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.

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 LPL Financial Advisor for additional information.
 

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

Financial Consultants are registered with and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. 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 InsuredNo Credit Union GuaranteeMay 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: Arizona, California, Colorado, Florida, Georgia, Idaho, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington.