Get Connected

Online Account Access

LPL Financial provides on-line account access through our AccountView portal. You can log on to view account balances, statements, trade confirmations and tax records. You also can visit AccountView to request paperless statement delivery by e-mail. Click here to go directly to AccountView, or visit

Download our AccountView Getting Started User Guide for help with account configuration and paperless settings. 

Please contact my office with any questions or for help resetting your log on information. For after-hours technical assistance, please call the LPL Financial technology support center at (800) 558-7567. 

Start Your Financial Plan

Complete this questionnaire to summarize your household contact information.  (Download a fillable .pdf)

Review a checklist of documents needed to begin building your financial plan.  (Download .pdf)

Use our Budget Planning Worksheet to estimate monthly income and expenses.  (Download .xls spreadsheet)

Gain an in-depth understanding of your investment objective with our Investor Profile Questionnaire.  (Download a fillable .pdf)

Organize important financial and medical information in our Preparing for Emergencies Handbook.  (Download a fillable .pdf)