LPL Account View Overview: Primary portal for clients to obtain LPL Financial account information, statements, signup to Go Paperless and My Documents.
Main features of Account View
- View Account related information, including positions, transactions, and statements
- Export account information to Microsoft Excel, CSV, or Quicken files
- Subscribe to electronic statements
- Obtain electronic statements
- View and send messages to your advisors
- View the market value of holdings
- View the Asset Allocation chart and Value Over Time graph related to your account
- View Market Data and Financial Headlines
CarrThaxton Wealth Management System: Personal web portal for a consolidated view of your entire financial situation and real-time financial planning reports.
- Bank-ready financial statements can be accessed.
- Almost any account with web access can linked to your Wealth Management profile by creating a web connection through the secure, password-protected, encrypted system.