In this step-by-step tutorial, I’ll walk you through how to register and set up your LPL Financial AccountView online. AccountView is the secure client portal where you can view your investment accounts, track performance, access important documents, and stay connected with your advisor.

What you’ll learn in this video:
✅ How to access the AccountView registration page
✅ What information you’ll need to sign up
✅ How to create your username, password, and security questions
✅ Tips for logging in securely and navigating your account

By the end of this video, you’ll be able to confidently log in to your AccountView portal and start managing your accounts online with ease.