In this video, I’ll guide you step-by-step through LPL Financial’s AccountView platform so you can get the most out of your online portal. Whether you’re new to AccountView or just want a refresher, this tutorial will show you how to easily navigate and take advantage of all the tools available.

What you’ll learn in this walkthrough:
✅ How to log in and navigate the dashboard
✅ Viewing account balances, positions, and performance
✅ Accessing and downloading statements & tax documents
✅ Tracking progress toward your goals
✅ Using secure messaging to connect with your advisor
✅ Customizing alerts and preferences for your account

AccountView makes it easy to stay connected to your investments anytime, anywhere. By the end of this video, you’ll feel confident using every feature inside the platform.